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CATALIO CAPITAL MANAGEMENT, LP

NEW YORK, NY · CRD 310374 · IAPD ↗ · 410-989-6168

$2.18BRegulatory AUM
13Advisory reps
30Employees
0Clients
n/aPlanning clients
23Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — CATALIO CAPITAL MANAGEMENT, LP shrank from 17 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
51
April 2026 — CATALIO CAPITAL MANAGEMENT, LP reported RAUM up 30% ($1.67B -> $2.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
April 2025 — CATALIO CAPITAL MANAGEMENT, LP notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — CATALIO CAPITAL MANAGEMENT, LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — CATALIO CAPITAL MANAGEMENT, LP reported RAUM up 52% ($1.10B -> $1.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CATALIO CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($791.4M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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