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| Caterer Goodman Partners Ltd
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| |
|---|---|
| CRD # | 314975 |
| SEC # | 801-121659 |
| CIK # | |
| AUM | $13.5 MM (2024-07-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 61755638340 |
| Address | 79 Sundance Way Runaway Bay Queensland, Australia |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 10.4 |
| (b) Individuals (high net worth individuals) | 3 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 79 | 13.5 |
| By Discretionary | ||
| Discretionary | 36 | 7.4 |
| Non-Discretionary | 43 | 6.0 |
| Total | 79 | 13.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.4 | |
| United States Persons | 1.1 | |
| Total | 79 | 13.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
KJ Harrison & Partners USA Inc
✚
|
0.0 | |
|
BP Capital Fund Advisors LLC
✚
|
TX | 0.0 |
|
Signature Intelligent Portfolios LLC
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|
CA | 0.0 |
|
DAC Davis Investment Counsel Inc
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|
0.0 | |
|
Yorkville Capital Management LLC
✚
|
NY | 0.0 |
|
Brightstone Capital Management LLC
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|
0.0 | |
|
Decisional Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Harbourfront Wealth America Inc
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|
0.0 | |
|
Nexus Capital LLC
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|
NY | 0.0 |
|
Nabers Wealth LLC
✚
|
AZ | 0.0 |