RIA Intel›Advisers›CATERER GOODMAN PARTNERS LTD

CATERER GOODMAN PARTNERS LTD

Advisory

N·

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$15M
1-Year AUM Growth
+24.3%
3-Year CAGR
-4.5%
Employees
2
Assets Under Management
Total AUM$15M
Discretionary AUM$9M
Non-Discretionary AUM$6M
Discretionary %61.5%
Total Clients73
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingJun 1, 2021
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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