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CATALYST FINANCIAL PARTNERS

BOSTON, MA · CRD 299335 · IAPD ↗ · 617-239-8101

$1.72BRegulatory AUM
6Advisory reps
12Employees
0Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — CATALYST FINANCIAL PARTNERS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2026 — CATALYST FINANCIAL PARTNERS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — CATALYST FINANCIAL PARTNERS shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
73
April 2026 — CATALYST FINANCIAL PARTNERS reported RAUM up 69% ($1.02B -> $1.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — CATALYST FINANCIAL PARTNERS crossed $1B in regulatory AUM ($827.3M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
68
April 2024 — CATALYST FINANCIAL PARTNERS reported RAUM up 51% ($547.3M -> $827.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — CATALYST FINANCIAL PARTNERS now reports custody of client assets ($184.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
74
April 2024 — CATALYST FINANCIAL PARTNERS grew from 2 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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