Multi-Family OfficeRIA · CRD 277148SEC-Registered

Updated:

Catum Advisory Group

Catum Advisory Group is a US-based RIA serving high-net-worth families, with limited public disclosure on principals, AUM, or strategy.

Catum Advisory Group

Catum Advisory Group, LLC is an SEC-registered investment adviser in Wilton, CT, registered since 2026. The firm manages $129 million in assets, $94 million on a discretionary basis. It has 4 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What type of firm is Catum Advisory Group?

Catum Advisory Group is registered as an RIA (Registered Investment Adviser), indicating it provides fee-based advisory services to clients, likely high-net-worth families or institutions. The firm's exact operational subtype—whether single-family office, multi-family office, or general wealth manager—has not been confirmed in public records.

How does Catum Advisory Group source investment opportunities?

The firm's deal-sourcing methodology is not publicly described. As an RIA, it likely relies on its own network, third-party research, or partnerships, but no specific sourcing mechanisms have been disclosed.

Is Catum Advisory Group structured as a family office or a broader advisory firm?

The firm's structure is not publicly specified. Its RIA registration suggests a formal advisory role, but without a website or public filings detailing ownership or client base, it cannot be confirmed whether it operates as a single-family office, multi-family office, or more conventional wealth management firm.

What investment stages does Catum Advisory Group typically target?

The firm's investment stage preferences are not disclosed in available public information. There are no known sectors or stage focuses—such as venture, growth, or buyout—that have been associated with Catum Advisory Group.

Does Catum Advisory Group participate in fund commitments or direct deals?

The firm's investment approach—whether it participates primarily through fund commitments, direct investments, or co-investments—has not been documented in any public source. No specific deals or fund relationships have been reported.

Where is Catum Advisory Group located?

Public records do not reveal the firm's headquarters city or country. Its registration as a US RIA indicates US-based operations, but no street address or additional office locations have been confirmed.

Who are the principals or key decision-makers at Catum Advisory Group?

No named principals, executives, or investment committee members have been publicly identified for Catum Advisory Group. The firm may be closely held or operate with minimal public visibility.

Profile maintained by 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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