Caterer Goodman Partners Ltd
Caterer Goodman Partners Ltd is an SEC-registered ria with $15.3M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Caterer Goodman Partners Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314975, SEC 801-121659, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $15.3M (2026-03-25)
- Firm type
- Ria
- Employees
- 2
- Clients
- 68
- CRD
- 314975
- Ownership
- CATERER, OWEN, TERRY; CATERER LIU TRUST; CATERER LIU WORLDWIDE PTY LTD; LONGSTREET, WILLIAM, HENRY; Caterer, Owen, T.
How much AUM does Caterer Goodman Partners Ltd have?
Caterer Goodman Partners Ltd reported $15.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Caterer Goodman Partners Ltd?
Disclosed owners and executives of Caterer Goodman Partners Ltd include CATERER, OWEN, TERRY, CATERER LIU TRUST, CATERER LIU WORLDWIDE PTY LTD, LONGSTREET, WILLIAM, HENRY, Caterer, Owen, T.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.