SourcingSourcing

CATALYST CAPITAL ADVISERS LLC

C46
CRD 290191·SEC 801-112369·DALLAS, TX
AUM
$228.1M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$684K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CATALYST CAPITAL ADVISERS LLC
CRD
290191
SEC file #
801-112369
EIN
—
DBA names
—

Economics

AUM
$228.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$147.7M → $228.1M▲ +54%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
6 advisors → 2 advisors▼ -67%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARK CITIES ASSET MANAGEMENT LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
PARK CITIES ASSET MANAGEMENT LLC
DUNEV, ALEXANDER, NICHOLAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
ALEXANDER NICHOLAS DUNEV
Executive Officer · 2.5%
4484182
THOMAS, JONATHAN, ANDREW
Executive Officer · 2.5%
6884454