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Caterer Goodman Partners Ltd

● SEC registered since 2021CRD 314975SEC# 801-121659
Export (members)
Reg. AUM
$15.3M
Employees
2
Accounts
95
Location

Caterer Goodman Partners Ltd assets under management

Caterer Goodman Partners Ltd is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $15.3 million in regulatory assets under management and employs 2 people.

Caterer Goodman Partners Ltd owners & executives

7 reported
NameTitleOwnershipSince
Caterer Liu TrustTrustUnder 5%2018
Caterer Liu Worldwide Pty Ltd ControlOwner & Corporate TrusteeOver 75%2018
Owen Terry Caterer ControlManaging Director & Chief Compliance OfficerUnder 5%2012
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Frequently asked questions

How much does Caterer Goodman Partners Ltd manage?

Caterer Goodman Partners Ltd reports $15.3 million in regulatory assets under management on its Form ADV.

How many employees does Caterer Goodman Partners Ltd have?

Caterer Goodman Partners Ltd reports 2 employees.

Does Caterer Goodman Partners Ltd disclose fund performance?

Caterer Goodman Partners Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone61-7-5563-8340
Office hours9:00 a.m. - 4:00 p.m. Gmt +10
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$8.4M
Non-discretionary$6.9M
Total (RAUM)$15.3M