Katarina Gabriella Partalas
Investment adviser representative at Titleist Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$2.8BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Titleist Asset Management, LLCSep 2024 to now
- Titleist Capital, LLCSep 2024 to now
- Morgan StanleyJan 2023 to Sep 2024
- Alamo Area Aquatics DivingSep 2022 to Dec 2022
- Gostomski & Hecker, P.C.Oct 2021 to Jul 2022
- Changing SeasonsSep 2021 to Oct 2021
- San Antonio Neuro-health & Sports MedicineJun 2019 to Aug 2019
- Trinity UniversityAug 2018 to May 2022
- StudentJan 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Titleist Asset Management, LLC
$2.8BAssets managed
2,151Clients
43Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7666592
- Firm CRD
- 323567