DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
New Catalyst
Asset manager (funds and pooled vehicles)Washington, District of ColumbiaCRD 332967SEC 801-131577websiteIAPD
Legal name New Catalyst Strategic Partners, LLC
Latest filing Jun 29, 2026
First filing on the tape Nov 5, 2024 · 6 filings
SEC status approved since Dec 5, 2024
RAUM
$337M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$337M as of Jun 29, 2026
Feb 18, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 29, 2026
Feb 18, 20250 then
Employees (5.A)8 as of Jun 29, 2026
Feb 18, 20256 then
Private funds2 as of Jun 29, 2026
Mar 31, 20251 then
RAUM +82% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 29, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $168MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +82%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$337M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ramon Jason Howard · Founder, Managing Partner, Chief Compliance Officercontrolsince 10/2023 · owns less than 5%
- Antwain Demetrius Sidberry · Managing Directorcontrolsince 10/2023 · owns less than 5%
- Ramon Jason Howard · Limited Partnercontrolsince 10/2023 · owns 75% or more of New Catalyst Principal Holdings, LP
- Ramon Jason Howard · Sole Membercontrolsince 10/2023 · owns 75% or more of New Catalyst Ugp, LLC
Entity owners
- New Catalyst Management Holdings, LP · Sole Memberdirect · owns 75% or more
- Amh Holdings (Cayman), L.P. · Limited Partnerindirect · owns 75% or more of Apollo Management Holdings, L.P.
- Amh Holdings Gp, Ltd. · General Partnerindirect · owns F of Amh Holdings (Cayman), L.P.
- Apo Corp. · Sole Shareholderindirect · owns 75% or more of Amh Holdings Gp, Ltd.
- Apo Corp. · Limited Partnerindirect · owns 75% or more of Amh Holdings (Cayman), L.P.
- Apollo Asset Management, Inc. · Sole Memberindirect · owns 75% or more of Apo Corp. · public reporting company
- Apollo Global Management, Inc. · Sole Shareholderindirect · owns 75% or more of Apollo Asset Management, Inc. · public reporting company
- Apollo Global Management, Inc. · Limited Partnerindirect · owns 25% to 50% of Amh Holdings (Cayman), L.P. · public reporting company
- Apollo Management Holdings Gp, LLC · General Partnerindirect · owns F of Apollo Management Holdings, L.P.
- New Catalyst Principal Holdings, LP · Limited Partnerindirect · owns 75% or more of New Catalyst Management Holdings, LP
- New Catalyst Ugp, LLC · General Partnerindirect · owns F of New Catalyst Management Holdings, LP
- New Catalyst Ugp, LLC · General Partnerindirect · owns F of New Catalyst Principal Holdings, LP
- Apollo Management Holdings, L.P. · Limited Partnerindirect · owns 25% to 50% of New Catalyst Management Holdings, LP
Related persons
Schedule D 7.A
- New Catalyst Strategic Partners Fund I Gp, LPpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $185,000,000 to $336,854,335 (+82.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1148 comparable advisers, 95.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 1 to 2Jan 23, 2026 to Mar 31, 2026
- Pooled vehicle clients · 1 to 2Jan 23, 2026 to Mar 31, 2026
- Private funds · 1 to 2Jan 23, 2026 to Mar 31, 2026
- Discretionary RAUM · $185M to $337MJan 23, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $185M to $337MJan 23, 2026 to Mar 31, 2026
- RAUM · $185M to $337MJan 23, 2026 to Mar 31, 2026
- HQ city · MCLEAN to WASHINGTONMar 31, 2025 to Jan 23, 2026
- HQ state · VA to DCMar 31, 2025 to Jan 23, 2026
- Accounts · 0 to 1Feb 18, 2025 to Mar 31, 2025
- Advisory employees · 5 to 7Feb 18, 2025 to Mar 31, 2025
- Pooled vehicle clients · unset to 1.0Feb 18, 2025 to Mar 31, 2025
- Assets in custody · unset to 0.0Feb 18, 2025 to Mar 31, 2025
- Custody of client assets · false to trueFeb 18, 2025 to Mar 31, 2025
- Employees · 6 to 8Feb 18, 2025 to Mar 31, 2025
- Financial planning clients · unset to Feb 18, 2025 to Mar 31, 2025
- HQ city · TYSONS to MCLEANFeb 18, 2025 to Mar 31, 2025
- Private funds · unset to 1Feb 18, 2025 to Mar 31, 2025
- Discretionary RAUM · $0 to $185MFeb 18, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · unset to 185000000.0Feb 18, 2025 to Mar 31, 2025
- RAUM · $0 to $185MFeb 18, 2025 to Mar 31, 2025
- Accounts · unset to 0.0Nov 5, 2024 to Feb 18, 2025
- HQ city · unset to TYSONSNov 5, 2024 to Feb 18, 2025
- HQ state · unset to VANov 5, 2024 to Feb 18, 2025
- Discretionary RAUM · unset to 0.0Nov 5, 2024 to Feb 18, 2025
- Non-discretionary RAUM · unset to 0.0Nov 5, 2024 to Feb 18, 2025
- RAUM · unset to 0.0Nov 5, 2024 to Feb 18, 2025
Signals
2 dated events
- New Catalyst reported RAUM $336.9M, up 82% from $185.0M (2026-01-23 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- New Catalyst filed its initial SEC registration (Form ADV)Nov 5, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- New Catalyst · Independent Sponsorsshared crd · capital_provider
- NEW Catalyst · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/new-catalyst-strategic-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- newcatalystsp.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 202-240-8775reportedpublic record, Form ADV, Jun 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026