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Catalina Capital Management

PO Box 514
Corona Del Mar, California 92625
United States
 
Contact :      Ms. Lanae Holcomb
Phone :       (949) 499-5300
Fax :             (949) 499-7304
Email :         lanae@catalinacapital.com
Web :           http://www.catalinapartners.com

Catalina Capital Management Information

Type of organization :
Total Assets Managed ($Mil) : $25
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1992
Wrap Programs Offered? : No
# of Accounts Managed : 120
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Catalina Capital Management History

Catalina Capital Management, Inc. was formed in 1992. Michael Baum, a 30-year veteran of the securities industry, is the President and acts as the Portfolio Manager for Santa Catalina Partners, L.P. Mike served as President and CEO of Newport Capital Management from 1970 to 1983, increasing the value of the equity portfolio from $20MM to more than $120MM. In 1987, Mike became Senior Vice President for Asset Management for Kemper Securities and served on the Investment Committee of Boettcher & Company, a subsidiary of Kemper Financial Companies. Major U.S. brokerage firms have utilized his services.

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

Catalina Capital Management Personnel

Ms.  Lanae Holcome

Client Contact
Tel : 949-499-5300
Email: lanae@catalinacapital.com
Lanae Holcomb, Director of Fund Services, has over nine years' experience in the securities industry. Lanae?s experience includes broker assistance, back office operations, and trading. As Director of Fund Services, Lanae handles all aspects of fund operations, as well as communicating with our clients, brokers, and custodians. In addition, Lanae holds both NASD Series 7 and 63 licenses.

Mr.  Mike Baum

Portfolio Manager
Tel : 949.499.5300
Email: mike@catalinacapital.com
Michael G. Baum is the founder and senior portfolio manager of Catalina Capital Management. A thirty year veteran of the securities industry, Mr. Baum served as President and CEO of Newport Capital Management in Newport Beach, California from 1970 to 1983, increasing the value of the equity portfolio under his management during that time from $20 million to more than $110 million. In 1979, he co-founded Newport Pacific Group of Mutual Funds where he was Managing Partner until 1985. From 1987 through 1989, Mr. Baum was Senior Vice President for Asset Management for Kemper Securities in Chicago, where he was responsible for developing its in-house asset management program. While at Kemper, he served on the Investment Committee of Boettcher & Company, a subsidiary of Kemper Financial Services. Major brokerage firms throughout the United States have utilized his services. Mr. Baum attended University of Arizona from 1957 to 1961 where he studied Economics.

Mr.  Gregg Baum

Vice President
Tel : 949.499.5300
Email: gregg@catalinacapital.com
Gregg S. Baum, Vice President of Operations, joined Catalina Capital in 1999 after spending several years with two prestigious Orange County law firms as a paralegal specializing in business litigation. Acting as liaison between Catalina Capital?s clients, prime broker, auditors and legal counsel, Gregg handles compliance, accounting and legal issues. Gregg is also responsible for Catalina Capital?s administration and marketing efforts.

Catalina Capital Management Product Name

Report Created: September,20 2020.  Copyright Money Manager Review , All rights Reserved.
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