Catalyst Axio LLC
Catalyst Axio LLC is a private equity fund organized in Texas, United States and advised by The Catalyst Group, Inc. Its adviser reported $1,355,644 in gross assets for the fund on Form ADV, filed Dec 12, 2024. It reported 5 beneficial owners. The minimum investment it accepts is $1,000,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.
- Gross assets
- $1,355,644As reported on Form ADV
- Beneficial owners
- 5
- Minimum investment
- $1,000,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Private equity fund
- Domicile
- Texas, United States
- Auditor
- Pannell Kerr Forster of Texas, Pc
- Custodian
- Cadence Bank
- Adviser
- The Catalyst Group, Inc. · Houston, TX · CRD 333740
- Reported on
- Dec 12, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Catalyst Axio LLC
What is the minimum investment for Catalyst Axio LLC?
According to its adviser's Form ADV filed Dec 12, 2024, the minimum investment Catalyst Axio LLC accepts is $1,000,000.
Who can invest in Catalyst Axio LLC?
Catalyst Axio LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How large is Catalyst Axio LLC?
Its adviser reported $1,355,644 in gross assets on Form ADV filed Dec 12, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Catalyst Axio LLC?
Catalyst Axio LLC is advised by The Catalyst Group, Inc., based in Houston, TX.
Who are Catalyst Axio LLC's service providers?
Its Form ADV lists Pannell Kerr Forster of Texas, Pc as auditor.