{
  "crd_number": 299335,
  "slug": "catalyst-financial-partners-boston-ma-299335",
  "primary_business_name": "CATALYST FINANCIAL PARTNERS",
  "legal_name": "CATALYST FINANCIAL PARTNERS LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-12-06",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 1722297612.0,
  "raum_discretionary": 1722297612.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 12,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 142345435.0,
      "count": 8
    },
    "individuals": {
      "raum": 239991.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1579638637.0,
      "count": 347
    },
    "corporations_other_businesses": {
      "raum": 73549.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "IL",
    "MA",
    "MD",
    "ME",
    "NH",
    "NY",
    "TX",
    "VA"
  ],
  "websites": [
    "https://catalystfp.com",
    "https://linkedin.com/company/catalystfinancialpartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299335",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335",
  "display_name": "Catalyst Financial Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Catalyst Financial Partners (CRD 299335): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Catalyst Financial Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Catalyst Financial Partners reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Catalyst Financial Partners located?",
      "a": "Catalyst Financial Partners' principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Catalyst Financial Partners registered with the SEC or a state?",
      "a": "Catalyst Financial Partners is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299335."
    },
    {
      "q": "How much does Catalyst Financial Partners manage?",
      "a": "Catalyst Financial Partners reports $1,722,297,612 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Catalyst Financial Partners' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Catalyst Financial Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (347); charitable organizations (8)."
    },
    {
      "q": "Which custodians does Catalyst Financial Partners use?",
      "a": "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."
    },
    {
      "q": "Does Catalyst Financial Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Catalyst Financial Partners state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Catalyst Financial Partners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in IL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 9,
      "filing_date": "2021-08-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 185316206.0,
      "total_employees": 9,
      "filing_date": "2022-07-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 547293745.0,
      "total_employees": 8,
      "filing_date": "2023-04-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 827306982.0,
      "total_employees": 12,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1021909061.0,
      "total_employees": 12,
      "filing_date": "2025-04-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1722297612.0,
      "total_employees": 12,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in IL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 20, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Subject to exceptions made at the discretion of CFP, the minimum account size for CFP is $1,000,000."
        ]
      }
    ],
    "quotes": [
      "Subject to exceptions made at the discretion of CFP, the minimum account size for CFP is $1,000,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/catalyst-financial-partners-boston-ma-299335.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 239991.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 347,
      "fewer_than_5": false,
      "raum": 1579638637.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 142345435.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 73549.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299335",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}