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CATALYST CAPITAL ADVISORS LLC

SAN JUAN, PR · CRD 139895 · IAPD ↗ · 6467578387

$10.30BRegulatory AUM
8Advisory reps
17Employees
0Clients
0Planning clients
0Private funds
2States
15Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2025 — CATALYST CAPITAL ADVISORS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — CATALYST CAPITAL ADVISORS LLC reported RAUM up 28% ($7.91B -> $10.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
July 2024 — CATALYST CAPITAL ADVISORS LLC's Item 11 disclosure-reporting entries rose by 4 (11 -> 15).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.