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Catalyst Financial Partners

Catalyst Financial Partners. CRD 299335

Catalyst Financial Partners logo

CRD: 299335

Catalyst Financial Partners

Boston, MA, 02210
6172398101
www.catalystfp.com
$1.7B Total AUM
$1.7B Disc. AUM
95.2% 3Y CAGR
12 Employees
355 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · PNC
Clients
Retail and Institutional
Platforms
Vector
Established Date
08-01-2018
Office Locations
1

Office Locations

ONE Marina Park Drive 16th Floor Boston MA

About Catalyst Financial Partners

Catalyst Financial Partners is a Boston-based wealth manager delivering modern, tech-enabled wealth management that pairs institutional-caliber investment management with integrated planning. The team works with clients across life stages, including those approaching retirement or navigating major transitions such as a business sale, focusing on long-term relationships and goals-based advice. Clients also have access to a secure, password-protected portal for account-related investment information.

Team overview

52 AVG AGE
$287.0M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
4.1 yrs AVG TENURE
12 Employees
6 Advisory Reps
8 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Vertex Capital eagle North radial Pioneer delta Alpha

Client Personas

Foundation matrix Frontier prime Meridian

Custodian

Foundation Summit Oak Ridge wave Prime

Investment Themes

Element Vertex Glacier frontier

Investment Vehicles

Prime foundation Fusion horizon

Platform

Quantum Harbor

Services

Momentum Focus Prime Delta insight Fusion ridge North Ember pioneer

Technology

Oak

Owner & Executives

E

Eugene Covino

Managing Director

CRD
#7425741
Ownership
10% but less than 25%
(317) 525-7798
glacier.optima@primecapital.com
in linkedin.com/in/unison-peak
TIMOTHY BLANEY GEORGE

TIMOTHY BLANEY GEORGE

Managing Director

CRD
#4434239
Ownership
10% but less than 25%
(364) 499-6939
matrix.horizon@summitcapital.com
in linkedin.com/in/pathway-capital
Q

Quantum delta

Delta insight momentum

CRD
#51129
Ownership
12.8%
(796) 945-6664
vertex.catalyst@elementcapital.com
in linkedin.com/in/fusion-matrix

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Contacts

W

Will James Frain

--

CRD
#8259017
(462) 505-3898
catalyst.vertex@summitcapital.com
in linkedin.com/in/harbor-radial
M

Margaret Elizabeth Gallogly

Senior Portfolio Management Associate

CRD
#7882477
(554) 368-4439
capital.eagle@foundationcapital.com
in linkedin.com/in/bridge-north
T

Timber signal

Wave matrix

CRD
#26686
(261) 276-9498
pioneer.quantum@primecapital.com
in linkedin.com/in/ridge-vertex

Showing 2 of 12 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-16-2022
11-07-2023
12-05-2024
04-01-2025
04-20-2026
Category Assets AVG. Account size
Discretionary $1,722,297,612 $1,254,405
Non-Discretionary $0 --
Total $1,722,297,612 $1,254,405

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Separately Managed Accounts

Total SMA Asset: $1,722,297,612

$1.7B Total SMA
Public Funds:
10.8%
Cash:
21.9%
Municipal Bonds:
13.2%
Corporate - Investment Grade:
17.4%
Private Funds:
24.6%
U.S. Government/Agency:
12.1%
Asset class Assets Assets %
Public Funds $142,526,286 10.8%
Cash $289,011,635 21.9%
Municipal Bonds $174,198,794 13.2%
Corporate - Investment Grade $229,625,683 17.4%
Private Funds $324,643,206 24.6%
U.S. Government/Agency $159,682,227 12.1%
Total $1,319,687,831 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VERTEX EMBER FUSION PEAK INSIGHT YVBBYKFAU VJJAQ 6.70% $40,854,324
VALUE VERTEX BRIDGE VERTEX SXU6655H6 CEZFI 6.97% $63,946,997
FRONTIER SUMMIT BEACON CATALYST 0XXY7LP4R XDN 2.15% $26,301,280
FUSION PATHWAY PEAK HORIZON HYDOXBF4Z AWMIV 3.63% $33,217,285
FOCUS NORTH VERTEX CATALYST FUSION TLTYOH9PZ MMDM 5.54% $79,838,528
GLACIER FRONTIER ATLAS GLACIER OZQUXTHA5 KPOP 1.90% $98,019,980
UNISON ATLAS FRONTIER MERIDIAN 814G04H99 MQS 10.13% $116,777,856
ALPHA CATALYST MOMENTUM BEACON CREST MEYNZD6KJ ZLID 4.43% $82,501,672

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