AUMdb

New Catalyst Strategic Partners, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 332967 · SEC file 801-131577 · Washington, DC · www.newcatalystsp.com
☆ Save with Pro ADV data as of Jun 29, 2026
Regulatory AUM
$337M
Discretionary
$337M
Clients
2
Avg AUM / client
$168M
Accounts
2
Employees
8

AUM over time

$185M $337M
Mar 31, 2025 Jun 29, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 2 $337M 100.0%

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Howard, Jason, Ramon Founder, Managing Partner, Chief Compliance Officer Oct 2023 (3y) ≈ 42.19% – 100% via New Catalyst Principal Holdings, Lp
Sidberry, Demetrius, Antwain Managing Director Oct 2023 (3y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
New Catalyst Management Holdings, Lp Sole Member Oct 2023 A 75% or more
New Catalyst Principal Holdings, Lp Limited Partner Oct 2023 B ≈ 56.25% – 100% via New Catalyst Management Holdings, Lp
Amh Holdings (Cayman), L.P. Limited Partner Oct 2012 B ≈ 14.06% – 50% via Apollo Management Holdings, L.P.
Apo Corp. Limited Partner Oct 2012 B ≈ 10.55% – 50% via Amh Holdings (Cayman), L.P.
Apollo Asset Management, Inc. Sole Member Jan 2022 B ≈ 7.91% – 50% via Apo Corp.
Apollo Management Holdings, L.P. Limited Partner Jan 2024 B ≈ 18.75% – 50% via New Catalyst Management Holdings, Lp
Apollo Global Management, Inc. Limited Partner Jan 2022 B ≈ 3.52% – 25% via Amh Holdings (Cayman), L.P.
New Catalyst Ugp, Llc General Partner Oct 2023 B GP / trustee / elected manager of New Catalyst Management Holdings, Lp (indirect)
Apollo Management Holdings Gp, Llc General Partner Jan 2007 B GP / trustee / elected manager of Apollo Management Holdings, L.P. (indirect)
Amh Holdings Gp, Ltd. General Partner Oct 2012 B GP / trustee / elected manager of Amh Holdings (Cayman), L.P. (indirect)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Howard, Jason, Ramon: 75% – 100% of New Catalyst Principal Holdings, Lp × 75% – 100% of New Catalyst Management Holdings, Lp × 75% – 100% direct ≈ 42.19% – 100% of the firm
  • New Catalyst Principal Holdings, Lp: 75% – 100% of New Catalyst Management Holdings, Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Amh Holdings (Cayman), L.P.: 75% – 100% of Apollo Management Holdings, L.P. × 25% – 50% of New Catalyst Management Holdings, Lp × 75% – 100% direct ≈ 14.06% – 50% of the firm
  • Apo Corp.: 75% – 100% of Amh Holdings (Cayman), L.P. × 75% – 100% of Apollo Management Holdings, L.P. × 25% – 50% of New Catalyst Management Holdings, Lp × 75% – 100% direct ≈ 10.55% – 50% of the firm
  • Apollo Asset Management, Inc.: 75% – 100% of Apo Corp. × 75% – 100% of Amh Holdings (Cayman), L.P. × 75% – 100% of Apollo Management Holdings, L.P. × 25% – 50% of New Catalyst Management Holdings, Lp × 75% – 100% direct ≈ 7.91% – 50% of the firm
  • Apollo Management Holdings, L.P.: 25% – 50% of New Catalyst Management Holdings, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
  • Apollo Global Management, Inc.: 25% – 50% of Amh Holdings (Cayman), L.P. × 75% – 100% of Apollo Management Holdings, L.P. × 25% – 50% of New Catalyst Management Holdings, Lp × 75% – 100% direct ≈ 3.52% – 25% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/29/2026 1.41 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees
  • Other fees
  • DIRECTORS' FEES, TRANSACTION FEES, BREAK-UP FEES, ETC.

Services

  • Portfolio management for pooled investment vehicles
  • Other services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.

View current Form ADV (SEC/IAPD) ↗