Catasana LLC
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.
Catasana LLC
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.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
—
Location
Region
North America
Country
—
City
Pacific Palisades
Corporate office
—
Frequently asked questions
What is Catasana LLC?
Catasana LLC is a multi family office headquartered in Pacific Palisades.
When was Catasana LLC founded?
Catasana LLC was founded in 2009.
Where is Catasana LLC headquartered?
Catasana LLC is headquartered in Pacific Palisades, in the North America region.
What does Altss track for Catasana LLC?
Altss maintains an OSINT-verified profile of Catasana LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Catasana LLC's website?
Catasana LLC's public website is www.catasana.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Catasana LLC?
Catasana LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Catasana LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Catasana LLC?
Catasana LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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