LIVE · CORPUS
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CATALYST PRIVATE WEALTH, LLC
/01
Ownership & control
No ownership or control links resolved yet
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/02
Assets held
73 assetsPREMIUM
73 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.
/03
People & control
63 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- ADOBE INCAlso holds roles at 26 other companies
- Merlin Capital, Inc13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- AFFIRM HLDGS INC COM CL AAlso holds roles at 6 other companies
- Belmont Capital, LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- AIRBNB INCAlso holds roles at 14 other companies
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- ALPHABET CLASS CAlso holds roles at 36 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Merlin Capital, Inc13F holder
- AMAZON.COM INCAlso holds roles at 37 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- AMPLITUDE INCAlso holds roles at 2 other companies
- SC US (TTGP), LTD.13F holder
- VANGUARD GROUP INC13F holder
- APPLE INCAlso holds roles at 40 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- ASANA INCAlso holds roles at 4 other companies
- BloombergSen Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- VANGUARD GROUP INC13F holder
- Atlassian Corp-Cl AAlso holds roles at 10 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- BERKSHIRE HATHAWAY INC - CL BAlso holds roles at 33 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- BROADCOM INCAlso holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- COSTCO WHOLESALE CORPAlso holds roles at 29 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- COUPANG INCAlso holds roles at 3 other companies
- HSBC HOLDINGS PLC13F holder
- VANGUARD GROUP INC13F holder
- HEADINVEST, LLC13F holder
- Crowdstrike Holdings InAlso holds roles at 13 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- DIMENSIONAL ETF TRUSTAlso holds roles at 3 other companies
- Vawter Financial, Ltd.13F holder
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- DOORDASH INCAlso holds roles at 8 other companies
- BloombergSen Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- FACEBOOK INC-AAlso holds roles at 30 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- INTUIT COMAlso holds roles at 20 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- INVESCO ACTIVELY MANAGED ETFAlso holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
- INVESCO QQQ TRAlso holds roles at 18 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES 20 YEAR TREASURY BOND ETFAlso holds roles at 15 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES CORE MSCI EAFE ETFAlso holds roles at 15 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- ISHARES CORE MSCI EMERGING MARKETS ETFAlso holds roles at 11 other companies
- Regis Acquisition Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFAlso holds roles at 8 other companies
- Capstone Financial Advisors, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES CORE U.S. AGGREGATE BOND ETFAlso holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES MSCI ACWI ETFAlso holds roles at 6 other companies
- Belmont Capital, LLC13F holder
- MINOT CAPITAL, LP13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES RUSSELL 1000 GROWTH ETFAlso holds roles at 15 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES S&P 500 VALUE ETFAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- ISHARES TRAlso holds roles at 22 other companies
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- HSBC HOLDINGS PLC13F holder
- JOHNSON & JOHNSONAlso holds roles at 33 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- JPMORGAN CHASE & COAlso holds roles at 34 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- JPMORGAN ULTRA-SHORT INCOME ETFAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Karuna Therapeutics IncAlso holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- Lyft Inc-AAlso holds roles at 8 other companies
- Marathon Trading Investment Management LLC13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- MERCADOLIBRE INCAlso holds roles at 15 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- MICROSOFT CORPAlso holds roles at 38 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- NVIDIA CORPAlso holds roles at 32 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- OPENDOOR TECHNOLOGIES INC COMAlso holds roles at 7 other companies
- BloombergSen Inc.13F holder
- Vinva Investment Management Ltd13F holder
- HSBC HOLDINGS PLC13F holder
- PALANTIR TECHNOLOGIES INC CL AAlso holds roles at 13 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- PALO ALTO NETWORKS INCAlso holds roles at 18 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- PIMCO ETF TRAlso holds roles at 4 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Continuum Advisory, LLC13F holder
- Power Integrations IncAlso holds roles at 9 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- Gladius Capital Management LP13F holder
- SALESFORCE INCAlso holds roles at 28 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- SAMSARA INCAlso holds roles at 3 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- VANGUARD GROUP INC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- SCHWAB U.S. SMALL-CAP ETFAlso holds roles at 6 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Continuum Advisory, LLC13F holder
- SCHWAB US TIPS ETFAlso holds roles at 8 other companies
- Belmont Capital, LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- SNOWFLAKE INCAlso holds roles at 12 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- SPDR BLACKSTONE SENIOR LOAN ETFAlso holds roles at 2 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- SPDR GOLD SHARESAlso holds roles at 19 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR S&P 500 ETF TRUSTAlso holds roles at 27 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR SER TRAlso holds roles at 9 other companies
- Continuum Advisory, LLC13F holder
- VisionPoint Advisory Group, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- TESLA INCAlso holds roles at 29 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- UBER TECHNOLOGIES INCAlso holds roles at 16 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- BloombergSen Inc.13F holder
- Freedom Investment Management, Inc.13F holder
- VANGUARD FTSE DEVELOPED MARKETS ETFAlso holds roles at 15 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD FTSE EMERGING MARKETS ETFAlso holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- VANGUARD GROWTH ETFAlso holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
- VANGUARD MUN BD FDSAlso holds roles at 8 other companies
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
- Vawter Financial, Ltd.13F holder
- VANGUARD SCOTTSDALE FDS LONG TAlso holds roles at 5 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- VANGUARD TOTAL INTERNATIONAL STOCK ETFAlso holds roles at 8 other companies
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- VANGUARD TOTAL STOCK MARKET ETFAlso holds roles at 19 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD VALUE ETFAlso holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- WEST PACES ADVISORS INC.13F holder
- WORLD GOLD TRAlso holds roles at 2 other companies
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
63 parties · 0 current. Ceased and resigned records are retained as history.