DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CATALYST FINANCIAL PARTNERS

CATALYST FINANCIAL PARTNERS LLC, CRD 299335

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:40c9dff5-8d05-5cdd-c84e-4392be0ee608

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 5
On other graphs: 0
Observed: Nov 7, 2018 to Aug 11, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $1.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $157Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 6
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,373
High net worth clients: 347
SEC number: 801-114398
CRD: 299335
Filings on the tape: 28
First filed: Nov 7, 2018
Latest filed: Aug 11, 2026
Organised: Limited Liability Company, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KEITH GIBBONS	Certified Financial Planner	BOSTON, MA	5	24	3	no
Eugene Covino	Certified Financial Planner	BOSTON, MA	5	15	n/a	no
Michelle Alison Zancanaro	n/a	BOSTON, MA	5	16	n/a	no
DANIEL EDWARD RONAN	n/a	BOSTON, MA	5	19	2	no
MARK DAVID LOBELLO	n/a	BOSTON, MA	5	26	n/a	no
TIMOTHY BLANEY GEORGE	n/a	BOSTON, MA	5	16	n/a	no
DAVID BONTECOU WRAY	Chartered Financial Analyst	ST. AUGUSTINE, FL \| BOSTON, MA \| IPSWICH, MA	4	44	1	no
Margaret Elizabeth Gallogly	n/a	BOSTON, MA	2	12	n/a	no
THOMAS NEAL O'CONNOR	n/a	BOSTON, MA \| VERO BEACH, FL	0	27	6	no
Will James Frain	n/a	BOSTON, MA	0	10	n/a	no
Matthew John Gordon	n/a	BOSTON, MA	0	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Covino, Eugene	Member	B	yes	08/2021	Aug 11, 2026	Aug 11, 2026
GEORGE, TIMOTHY, BLANEY	Member	B	yes	08/2021	Aug 11, 2026	Aug 11, 2026
GIBBONS, KEITH	Member	B	yes	08/2021	Aug 11, 2026	Aug 11, 2026
O'CONNOR, THOMAS, NEAL	Member	B	yes	08/2021	Aug 11, 2026	Aug 11, 2026
PORTER, DAVID, CRAIG	Member	B	yes	08/2018	Aug 11, 2026	Aug 11, 2026
RONAN, DANIEL, EDWARD	CHIEF COMPLIANCE OFFICER AND MEMBER	B	yes	01/2024	Aug 11, 2026	Aug 11, 2026
ROYCROFT, ALAN, RICHARD	Member	B	yes	08/2021	Aug 11, 2026	Aug 11, 2026
LOBELLO, MARK, DAVID	MANAGING DIRECTOR	B	no	08/2021	Aug 24, 2021	Dec 5, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 20, 2026	$1.7B	$1.7B	12	6	2	n/a	n/a
2024	Apr 1, 2025	$1.0B	$1.0B	12	9	2	n/a	n/a
2023	Mar 28, 2024	$827M	$827M	12	8	3	n/a	n/a
2022	Mar 28, 2023	$547M	$508M	8	2	3	n/a	n/a
2021	Mar 31, 2022	$185M	$185M	9	6	0	n/a	n/a
2020	Mar 31, 2021	$0	$0	2	1	0	n/a	n/a
2019	Apr 5, 2020	$0	$0	2	1	0	n/a	n/a
2018	Feb 11, 2019	$0	$0	2	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.0B	68.5%	$547M	46.5%	12	12	3	2

Relationships

Registered with (11)

← Matthew John GordonAdvisorregistration: current employment
Jul 30, 2026 to presentfactForm ADV
← THOMAS NEAL O'CONNORAdvisorregistration: previous registration
Aug 3, 2020 to Nov 25, 2024factForm ADV
← Will James FrainAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← Margaret Elizabeth GalloglyAdvisorregistration: current employment
Mar 5, 2024 to presentfactForm ADV
← DAVID BONTECOU WRAYAdvisorregistration: current employment
Jul 12, 2022 to presentfactForm ADV
← MARK DAVID LOBELLOAdvisorregistration: current employment
Aug 31, 2021 to presentfactForm ADV
← TIMOTHY BLANEY GEORGEAdvisorregistration: current employment
Aug 31, 2021 to presentfactForm ADV
← DANIEL EDWARD RONANAdvisorregistration: current employment
Aug 26, 2021 to presentfactForm ADV
← Michelle Alison ZancanaroAdvisorregistration: current employment
Aug 24, 2021 to presentfactForm ADV
← KEITH GIBBONSAdvisorregistration: current employment
Aug 19, 2021 to presentfactForm ADV
← Eugene CovinoAdvisorregistration: current employment
Aug 19, 2021 to presentfactForm ADV

Controls (3)

← PORTER, DAVID, CRAIGOwnerMEMBER, ownership code B, individual
Nov 7, 2018 to Dec 5, 2024factForm ADV
← ROYCROFT, ALAN, RICHARDOwnerMANAGING DIRECTOR, ownership code B, individual
Aug 24, 2021 to Dec 5, 2024factForm ADV
← RONAN, DANIEL, EDWARDOwnerCHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR, ownership code B, individual
Aug 24, 2021 to Dec 5, 2024factForm ADV

Owns (5)

← LOBELLO, MARK, DAVIDOwnerMANAGING DIRECTOR, ownership code B, individual
Aug 24, 2021 to Dec 5, 2024factForm ADV
← O'CONNOR, THOMAS, NEALOwnerMEMBER, ownership code B, individual
Nov 7, 2018 to Dec 5, 2024factForm ADV
← GEORGE, TIMOTHY, BLANEYOwnerMANAGING DIRECTOR, ownership code B, individual
Aug 24, 2021 to Dec 5, 2024factForm ADV
← GIBBONS, KEITHOwnerMANAGING DIRECTOR, ownership code B, individual
Aug 24, 2021 to Dec 5, 2024factForm ADV
← Covino, EugeneOwnerMANAGING DIRECTOR, ownership code B, individual
Aug 24, 2021 to Dec 5, 2024factForm ADV

Dated events

Occurred
Mar 18, 2026
Regulatory AUM changed
Catalyst Financial Partners reported RAUM $1.7B, up 69% from $1.0B (2025-04-01 to 2026-03-18)
Form ADVobserved 4 days ago
$700M
Occurred
Mar 28, 2024
Regulatory AUM changed
Catalyst Financial Partners reported RAUM $827.3M, up 51% from $547.3M (2023-11-07 to 2024-03-28)
Form ADVobserved 4 days ago
$280M
Occurred
Mar 28, 2023
Regulatory AUM changed
Catalyst Financial Partners reported RAUM $547.3M, up 195% from $185.3M (2022-12-16 to 2023-03-28)
Form ADVobserved 4 days ago
$362M
Occurred
Aug 24, 2021
Control person joined
Richard Alan Roycroft (Vice President And Managing Director) appeared on Schedule A of Catalyst Financial Partners
Form ADVobserved 4 days ago
Occurred
Nov 7, 2018
First Form ADV filing
Catalyst Financial Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:40c9dff5-8d05-5cdd-c84e-4392be0ee608
First observed: Nov 7, 2018
Last observed: Aug 11, 2026 39 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CATALYST FINANCIAL PARTNERS

CATALYST FINANCIAL PARTNERS LLC, CRD 299335

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:40c9dff5-8d05-5cdd-c84e-4392be0ee608

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEITH GIBBONS

Certified Financial Planner

BOSTON, MA

Eugene Covino

Certified Financial Planner

BOSTON, MA

n/a

Michelle Alison Zancanaro

n/a

BOSTON, MA

n/a

DANIEL EDWARD RONAN

n/a

BOSTON, MA

MARK DAVID LOBELLO

n/a

BOSTON, MA

n/a

TIMOTHY BLANEY GEORGE

n/a

BOSTON, MA

n/a

DAVID BONTECOU WRAY

Chartered Financial Analyst

ST. AUGUSTINE, FL | BOSTON, MA | IPSWICH, MA

Margaret Elizabeth Gallogly

n/a

BOSTON, MA

n/a

THOMAS NEAL O'CONNOR

n/a

BOSTON, MA | VERO BEACH, FL

Will James Frain

n/a

BOSTON, MA

n/a

Matthew John Gordon

n/a

BOSTON, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Covino, Eugene

Member

yes

08/2021

Aug 11, 2026

GEORGE, TIMOTHY, BLANEY

Member

yes

08/2021

Aug 11, 2026

GIBBONS, KEITH

Member

yes

08/2021

Aug 11, 2026

O'CONNOR, THOMAS, NEAL

Member

yes

08/2021

Aug 11, 2026

PORTER, DAVID, CRAIG

Member

yes

08/2018

Aug 11, 2026

RONAN, DANIEL, EDWARD

CHIEF COMPLIANCE OFFICER AND MEMBER

yes

01/2024

Aug 11, 2026

ROYCROFT, ALAN, RICHARD

Member

yes

08/2021

Aug 11, 2026

LOBELLO, MARK, DAVID

MANAGING DIRECTOR

08/2021

Aug 24, 2021

Dec 5, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 20, 2026

$1.7B

n/a

2024

Apr 1, 2025

$1.0B

n/a

2023

Mar 28, 2024

$827M

n/a

2022

Mar 28, 2023

$547M

$508M

n/a

2021

Mar 31, 2022

$185M

n/a

2020

Mar 31, 2021

n/a

2019

Apr 5, 2020

n/a

2018

Feb 11, 2019

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.0B

68.5%

$547M

46.5%