| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Richard Roycroft Control | Managing Director | 10-25% | 2021 |
| Daniel Edward Ronan Control | Chief Compliance Officer And Managing Director | 10-25% | 2024 |
| David Craig Porter Control | Member | 10-25% | 2018 |
Catalyst Financial Partners LLC reports $1 billion in regulatory assets under management on its Form ADV.
Catalyst Financial Partners LLC reports 12 employees.
Catalyst Financial Partners LLC is based in Boston, MA and has been SEC-registered since 2018.
Catalyst Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Marina Park Drive, 16th Floor, Boston, MA 02210 |
| Phone | 617-239-8101 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.02B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.02B |