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CATALYST INVESTMENT MANAGEMENT LLC

· CRD 298122 · IAPD ↗ · catalystinvestmentmanagement.com · (603) 952-1209

$129.8MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — CATALYST INVESTMENT MANAGEMENT LLC now reports custody of client assets ($54,069).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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