Caterer Goodman Partners Ltd is an SEC registered investment adviser. Its latest Form ADV filing, dated March 25, 2026, reports $15M in regulatory assets under management, 2 employees, 1 office, and 88 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.6% of total clients.
Top client categories% of clientsClients
1
Individuals
95.6%
65
2
HNWI
4.4%
3
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15Mas of March 25, 2026
Discretionary61.5%
$9M
62% of total RAUM61.5%
Non-discretionary38.5%
$6M
38% of total RAUM38.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$15M
Total Accounts88
10Y AUM Change$-205K (-1.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee34:1
10Y Employee Change+1 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.