Clients
Catalyst Capital Advisors serves 19 clients. The average client has about $542 million with the firm.
- Investment companies19 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 19 | $10,302,566,935 | 100.0% | $542.2M |
| Total | 19 | $10,302,566,935 | 100% | $542.2M |
- Clients
- 19
- Regulatory AUM
- $10,302,566,935
- Share
- 100.0%
- Avg. per client
- $542.2M
Total
- Clients
- 19
- Regulatory AUM
- $10,302,566,935
- Share
- 100%
- Avg. per client
- $542.2M
What it does
Catalyst Capital Advisors provides portfolio management for investment companies and educational seminars. It is paid through a percentage of assets.
Catalyst Capital Advisors provided financial planning to 0 clients last fiscal year and advises no private funds.
100.0% of assets ($10.30B across 19 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Catalyst Capital Advisors does not have custody of client assets.
- All other custodians$10.30B100%
Ownership and leadership
Jerry Szilagyi owns 50% to 75% of Catalyst Capital Advisors, and Jerry Szilagyi is its CEO.
- Owns 50% to 75% of Catalyst Capital Advisors LLC
Jerry Szilagyi
Control person · since January 2006
- Owns 10% to 25% of Catalyst Capital Advisors LLC
Jerry J. Szilagyi 2015 Family Trust
since December 2015
- Owns 5% to 10% of Catalyst Capital Advisors LLC
David Miller
Control person · since July 2006
Isobel Szilagyi
Trustee of The Jerry J. Szilagyi 2015 Family Trust · since December 2015
June Szilagyi
Trustee of The Jerry J. Szilagyi 2015 Family Trust · since December 2015
Leadership
- Jerry SzilagyiChief Executive Officer and Managing Member
- Michael SchoonoverChief Operating Officer
- Robert GlassChief Compliance Officer
- David MillerSenior Portfolio Manager
Staff
- 17 employees
- 8 in advisory functions
- 1 broker-dealer rep
Reported holdings
Catalyst Capital Advisors’ reported 13F holdings total $6.03B across 369 positions, and the ten largest make up 64.5% of it.
- $6.03B
- Reported 13F value
- 369
- Positions
- 64.5%
- In the 10 largest
- +12.3%
- Value vs. prior quarter
- iShares TR · Core S&P Mcp ETF11.2%
- iShares TR · Rus 1000 ETF11.1%
- iShares TR · Russell 2000 ETF7.4%
- iShares TR · MSCI USA Min ETF7.1%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF7.0%
- State Str SPDR S&P 500 ETF T · TR Unit6.6%
- iShares TR · Core S&P Scp ETF6.0%
- Vanguard Index Fds · S&P 500 ETF Shs3.0%
- Vanguard Index Fds · Large Cap ETF2.6%
- Dimensional ETF Trust · US Cor Equ 2 ETF2.4%
Together, the ten largest are 64.5% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $6.03B is not its $10.30B in regulatory assets and does not represent any individual client's portfolio.
Fees
Catalyst Capital Advisors is paid through a percentage of assets under management.
Catalyst Capital Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Catalyst Capital Advisors has 2 offices, with 3 listed addresses across 2 states.
New York · 2 listed addresses
- 140 E 45th ST., New York
- 36 N New York Ave, Huntington
Puerto Rico · 1 listed address
- 207 Calle De Parque, Floor 7, Suite 2, San JuanHQ
Registration details
- Legal name
- Catalyst Capital Advisors LLC
- Headquarters
- 207 Calle De Parque, Floor 7, Suite 2, San Juan, PR 00912
- Phone
- 646-757-8387
- Website
- Not reported
- SEC file
- 801-66886
- Structure
- New York LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Catalyst Capital Advisors have?
Catalyst Capital Advisors has 19 clients and manages $10.3 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Catalyst Capital Advisors offer?
Catalyst Capital Advisors provides portfolio management for investment companies and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Catalyst Capital Advisors have?
Catalyst Capital Advisors has 0 investment adviser representatives registered with state securities authorities, out of 17 employees, and 8 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Catalyst Capital Advisors?
Catalyst Capital Advisors’ direct owners are Jerry Szilagyi (50% to 75%), David Miller (5% to 10%) and Jerry J. Szilagyi 2015 Family Trust (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Catalyst Capital Advisors get paid?
Catalyst Capital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
