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Catasana
Catasana was established in 2009 by Phillip Otero, whose prior experience includes distressed debt work at Oaktree Capital Management and senior roles at...
Catasana
Catasana was established in 2009 by Phillip Otero, whose prior experience includes distressed debt work at Oaktree Capital Management and senior roles at Alcentra and Unifund S.A. The firm grew directly from Otero’s investment-management career rather than from operating-company wealth. Catasana focuses on distressed and turnaround situations alongside private credit. It deploys capital in Asia, Europe, North America, and South America through direct co-investments and bespoke mandates. The firm also maintains relationships with former employers including Barings and AIG via principal Tippayawadee Otero. The team includes managing member James Ouyang. No additional offices or headcount figures are disclosed. No operational events from the last 24 months appear in available records. Catasana maintains a hybrid structure that combines multi-family advisory with internal incubation of fund concepts, a setup shaped by the principals’ banking and asset-management histories rather than by a single-family mandate.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
North America
Country
United States
City
Pacific Palisades
Corporate office
1011 Swarthmore Ave. Suite #5, Pacific Palisades, CA, USA
Principals
Phillip Otero
Founder / Managing Member
Tippayawadee Otero
Principal
James Ouyang
Managing Member
Sector focus
Frequently asked questions
Who runs investment decisions at Catasana?
Phillip Otero serves as founder and managing member. Tippayawadee Otero and James Ouyang are listed as principals and managing member respectively.
Where does the underlying wealth come from?
The firm grew out of founder Phillip Otero’s earnings from prior roles at Oaktree Capital Management, Alcentra, and Unifund S.A.
What asset classes does Catasana target?
Confirmed focuses include distressed and turnaround investments and private credit across Asia, Europe, North America, and South America.
Does Catasana participate in fund commitments or only direct deals?
The firm co-invests alongside client families and incubates emerging fund concepts, indicating both direct and fund-related activity.
How is Catasana structured relative to its client families?
It functions as a multi-family office providing portfolio construction, risk oversight, and philanthropic administration for a select roster of families.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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