# Catton Capital Partners, LLC

> Catton Capital Partners, LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 339336
- Filed as: CATTON CAPITAL PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339336
- AdvisorCensus page: https://advisorcensus.com/firm/catton-capital-partners-llc-san-francisco-ca-339336

## Quick answers

**How is Catton Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Catton Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Catton Capital Partners, LLC located?**
Catton Capital Partners, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Catton Capital Partners, LLC registered with the SEC or a state?**
Catton Capital Partners, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339336.

**How much does Catton Capital Partners, LLC manage?**
Catton Capital Partners, LLC reports $39,595,809 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).

**What types of clients does Catton Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (7).

**Does Catton Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339336

**What changed in Catton Capital Partners, LLC's recent Form ADV filings?**
In the September 2026 filing data: Moved from SEC registration to state registration.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $39,595,809
- Discretionary: $39,595,809
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $3,242,650 |
| High net worth individuals | 7 | $36,353,159 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cattoncapital.com
- LinkedIn @cattoncapital

## Changes in the filing (last 12 months)

### September 2026
- Moved from SEC registration to state registration.

### May 2026
- Regulatory assets under management went from $0 to $39,595,809.

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Catton Capital Partners, LLC (CRD 339336): Form ADV filing data as of October 2026.