RIA Intel›Advisers›Massachusetts›CATALYST FINANCIAL PARTNERS LLC

CATALYST FINANCIAL PARTNERS LLC

Advisory

N·BOSTON, MA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$1.7B
1-Year AUM Growth
+51.2%
3-Year CAGR
+15.1%
Employees
6
Assets Under Management
Total AUM$1.7B
Discretionary AUM$1.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients328
Team
Total Employees6
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record23
First FilingNov 7, 2018
Latest FilingMar 18, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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