← Back to searchVisit website
CATALIO CAPITAL MANAGEMENT, LP
CRD 310374 · SEC 801-121976
512 W. 22ND STREET, 5TH FLOOR, NEW YORK, NY, 10011, United States
Phone
410-989-6168
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.18B
Discretionary AUM
$1.93B
Team
30 total employees; 13 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $158.3M |
| Pooled investment vehicles | 26 | $1.42B |
| Pension/profit sharing plans | 1 | $31.5M |
| Charitable organizations | 1 | $46.4M |
| Other investment advisers | 2 | $249.6M |
| Corporations/business entities | 1 | $47.3M |
States served
DC, NY
All web addresses on file
Official SEC filing: View on IAPD