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CATERER GOODMAN PARTNERS LTD
CRD 314975 · SEC 801-121659
TX, United States
Phone
61-7-5563-8340
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.3M
Discretionary AUM
$9.4M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $11.1M |
| High net worth individuals | 3 | $4.2M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD