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Catasana LLC Overview

Type

Multi Family Office

General Information

Catasana LLC is a multi-family office headquartered in Pacific Palisades. Founded in 2009, the firm grew out of founder Phil Otero’s investment-management earnings and now advises and co-invests alongside affluent families. It allocates capital across public and private markets, incubates emerging fund concepts, and provides bespoke portfolio construction, risk oversight, and philanthropic administration for a select roster of client families.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Pacific Palisades, CA, United States

Portfolio & Notable Allocations

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