AdvisorCensus / Financial advisors / District of Columbia / Washington / New Catalyst
New Catalyst
Filed as NEW CATALYST · Legal name New Catalyst Strategic Partners, LLC
New Catalyst is an SEC-registered investment advisory firm in Washington, DC, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.
Quick answers
From the filingHow is New Catalyst compensated?
On its Form ADV (Item 5.E, October 2026), New Catalyst reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
Where is New Catalyst located?
New Catalyst's principal office is in Washington, DC, according to its Form ADV.
Is New Catalyst registered with the SEC or a state?
New Catalyst is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332967.
How much does New Catalyst manage?
New Catalyst reports $336,854,335 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).
How have New Catalyst's assets and staff changed since 2025?
In the Form ADV data for New Catalyst: Regulatory assets under management: $185,000,000 in the October 2025 data and $336,854,335 in the October 2026 data, up 82%. Total employees: 8 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does New Catalyst serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Does New Catalyst 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/332967
Does New Catalyst state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The Funds require a minimum investment amount of $5 million from each limited partner, although the General Partner is permitted to accept lesser amounts in its discretion."
What changed in New Catalyst's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $185,000,000 to $336,854,335 (+82%). Updated its list of owners and control persons (Schedule A).
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
- Performance-based fees
- Other
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: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Funds require a minimum investment amount of $5 million from each limited partner, although the General Partner is permitted to accept lesser amounts in its discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 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$336,854,335 as of October 2026, filing dated June 29, 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 pooled investment vehicles (other than investment companies)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- New Catalyst Strategic Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (1 year)
- Employees
- Total: 8. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 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 | $336,854,335 | 8 | June 29, 2026 |
| October 2025 | $185,000,000 | 8 | March 31, 2025 |
Regulatory assets under management: $185,000,000 in the October 2025 data and $336,854,335 in the October 2026 data, up 82%.
Total employees: 8 in October 2025 and 8 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- April 2026
- Regulatory assets under management went from $185,000,000 to $336,854,335 (+82%).
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Registered or notice-filed in DC.
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. New Catalyst (CRD 332967): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/new-catalyst-washington-dc-332967