Overview
Assets Under Management: $130 million
High-Net-Worth Clients: 35
Average Client Assets: $3 million
Frequently Asked Questions
CATALYST INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298122), CATALYST INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
CATALYST INVESTMENT MANAGEMENT LLC serves 35 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, CATALYST INVESTMENT MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
CATALYST INVESTMENT MANAGEMENT LLC manages $130 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, CATALYST INVESTMENT MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.92
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 214
Discretionary Accounts: 214
Regulatory Filings
CRD Number: 298122
Filing ID: 2049366
Last Filing Date: 2026-02-23 08:52:10