Catch Capital Management, LLC (Boston)

Name: Catch Capital Management, LLC
Address: 131 Tremont Street, Boston, MA, 02111
Telephone: 617-841-7397

Catch Capital Management, LLC is an internet adviser based in Boston. It manages $2.07 thousand of regulatory assets for 266 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Catch Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Catch Capital Management: assets under management

The assets under management (AUM) of Catch Capital Management, LLC is $2.07 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.07 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.77 each.

Investments

The firm invests in exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is government bonds, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Catch Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Catch Capital Management serves?

The only and largest group of clients of Catch Capital Management is individuals with 266 clients and $2.07 thousand of assets under management. Among the 2 most similar advisory firms, Catch Capital Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $2.07 thousand for 266 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Catch Capital Management doesn't advise any private funds.

Careers at Catch Capital Management, LLC

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Kristen Tyrrell joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew James Ambrosino	Managing member/chief executive officer/chief compliance officer	1 Jul 2018	Other	6984304
Kristen Tyrrell	Chief operating officer	1 Jul 2018	Other	6984310
Inc. Catch Financial	Owner	1 Jul 2018	75% - 100%	37-1829929

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Andrew James Ambrosino	Owner, president & ceo	1 Jun 2018	50% - 75%	6984304
Adam Falls	Owner, vice president	1 Jun 2018	50% - 75%	6930407

Based in Boston

The principal office where Catch Capital Management, LLC performs its advisory services is located at 131 Tremont Street, Boston, MA 02111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-841-7397. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at catch.investments.