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Catapult Investment Management, L.L.C.

8000 Maryland Avenue, Suite 1030A
Saint Louis, Missouri 63105
United States
 
Contact :      Daniel S. Leritz
Phone :       3146057533
Fax :             3147354485
Email :         info@catapultinv.com
Web :           http://www.catapultinv.com

Catapult Investment Management, L.L.C. Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $3
Tax-Exempt Managed ($Mil) : $2
Taxable Assets Managed ($Mil) : $1
Year Founded : 2008
Wrap Programs Offered? : No
# of Accounts Managed : 10
In-House Research : 100 %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Catapult Investment Management, L.L.C. History

Catapult Investment Management, L.L.C. is an investment advisory firm registered with the State of Missouri. The company was founded in August 2008 as an equity research firm intent on proving the worthiness of an investment thesis that was dismissed at a previous investment firm where our founder had been employed. This research was conducted in just less than five years, wherein the firm concluded this investment thesis was indeed valid and worth pursuing. Upon the conclusion of its research, the firm registered as an investment advisor and welcomed its first clients in 2013. Subsequently, Catapult has generated a six-year track record of performance. The firm seeks to generate returns to investors in excess of its benchmarks over multiple market cycles through application of the Catapult Strategy, its proprietary quantitative investment methodology. Catapult acts to identify Large Cap companies whose fundamentals indicate strong opportunities for sustainable long-term growth. The Catapult Strategy guides the construction of separately managed account portfolios built of these companies and invests accordingly. The firm initiated its investment strategy with a firmly defined philosophy and disciplined process, along with a commitment to providing superior long-term returns and consumer services to clients and investors. Catapult offers its advisory services to both individual and institutional investors with the Catapult Large Cap Growth Portfolio, a separate account offering. Catapult is glad to call Saint Louis, MO its home. Daniel S. Leritz is the founder of Catapult Investment Management, L.L.C. and is the creator of the Catapult Strategy. He began his career in the financial services industry in 2001 as a Financial Advisor with Morgan Stanley, subsequently working for the firms Sparrow Capital Management; Daedalus Capital; and Morgan Keegan. Today, Dan serves as President of the firm and Portfolio Manager of the Catapult Large Cap Growth Portfolio. Dan has earned a Masters in International Business from the Boeing Institute of International Business at Saint Louis University. He received his undergraduate education at Miami University in Oxford, OH, with a Bachelor of Arts and a Bachelor of Arts in International Studies. Towards these degrees, he has spent time studying in Mexico and China, as well as conducting social work in Mexico and Bolivia.


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
100
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 1 Analysts : 0
Portfolio Managers : 1 Traders : 0
Client Service : 0 Operation : 0

Catapult Investment Management, L.L.C. Personnel

Mr.  Daniel Leritz

Portfolio Manager
Tel : 3146057533
Email: dan.leritz@catapultinv.com

Catapult Investment Management, L.L.C. Product Name

Catapult Large Cap Growth Portfolio:Privately Managed Accounts
Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
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