Catalina Partners

Catalina Partners is an independent business risk advisory firm that focuses exclusively on the needs of the institutional investment industry. Catalina Partners specialize in assessing all major types of business risk, including operations, liquidity, leverage, counterparty and compliance, and identifying the solutions to monitor and mitigate those risks. These rigorous assessments allow investors to make fully informed funding decisions and advisors to identify and implement controls and compliance enhancements. 


  • Created and launched LLC business; continue business development
  • Conduct initial and ongoing business risk assessments for investment advisors and service providers on behalf of investors and fund managers
  • Support litigation and legal investigations
  • Provide expert guidance on the functional, regulatory and infrastructural requirements for operating a new or existing investment fund

Company details



Templeton, CA

Company size

2-10 employees