Caterer Goodman Partners Ltd
● SEC registered since 2021CRD 314975SEC# 801-121659
Reg. AUM
$15.3M
Employees
2
Accounts
88
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Caterer Liu Trust | Trust | Under 5% | 2018 |
| Caterer Liu Worldwide Pty Ltd Control | Owner & Corporate Trustee | Over 75% | 2018 |
| Owen Terry Caterer Control | Managing Director & Chief Compliance Officer | Under 5% | 2012 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Phone | 61-7-5563-8340 |
| Office hours | 9:00 a.m. - 4:00 p.m. Gmt +10 |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$15.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$15.3Mregulatory AUM
Discretionary $9.4MNon-discretionary $5.9M