AdvisorCensus / Financial advisors / Massachusetts / Boston / Catalyst Financial Partners
Catalyst Financial Partners
Filed as CATALYST FINANCIAL PARTNERS · Legal name Catalyst Financial Partners LLC
Catalyst Financial Partners is an SEC-registered investment advisory firm in Boston, MA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.
Quick answers
From the filingHow is Catalyst Financial Partners compensated?
On its Form ADV (Item 5.E, October 2026), Catalyst Financial Partners reports these compensation arrangements: a percentage of assets under its management.
Where is Catalyst Financial Partners located?
Catalyst Financial Partners' principal office is in Boston, MA, according to its Form ADV.
Is Catalyst Financial Partners registered with the SEC or a state?
Catalyst Financial Partners is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299335.
How much does Catalyst Financial Partners manage?
Catalyst Financial Partners reports $1,722,297,612 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).
How have Catalyst Financial Partners' assets and staff changed since 2021?
In the Form ADV data for Catalyst Financial Partners: Regulatory assets under management: $0 in the October 2021 data and $1,722,297,612 in the October 2026 data. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Catalyst Financial Partners serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (347); charitable organizations (8).
Which custodians does Catalyst Financial Partners use?
Catalyst Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Catalyst Financial Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299335
Does Catalyst Financial Partners state an account minimum?
Its Form ADV Part 2A brochure dated April 20, 2026 says: "Subject to exceptions made at the discretion of CFP, the minimum account size for CFP is $1,000,000."
What changed in Catalyst Financial Partners' recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in IL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Subject to exceptions made at the discretion of CFP, the minimum account size for CFP is $1,000,000.
As stated in the firm's Form ADV Part 2A brochure dated April 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,722,297,612 as of October 2026, filing dated September 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Catalyst Financial Partners LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (7 years)
- Employees
- Total: 12. Performing investment advisory functions: 6.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,722,297,612 | 12 | September 23, 2026 |
| October 2025 | $1,021,909,061 | 12 | April 1, 2025 |
| October 2024 | $827,306,982 | 12 | March 29, 2024 |
| October 2023 | $547,293,745 | 8 | April 7, 2023 |
| October 2022 | $185,316,206 | 9 | July 13, 2022 |
| October 2021 | $0 | 9 | August 25, 2021 |
Regulatory assets under management: $0 in the October 2021 data and $1,722,297,612 in the October 2026 data.
Total employees: 9 in October 2021 and 12 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in IL.
- April 2026
- Employees performing advisory functions went from 9 to 6.
- Regulatory assets under management went from $1,021,909,061 to $1,722,297,612 (+69%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Catalyst Financial Partners (CRD 299335): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335