C
$15.3M Total AUM
$9.4M Disc. AUM
1.9% 3Y CAGR
2 Employees
68 ADV. Clients
4 yrs Firm Age
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- Custodian
- BNY Mellon · Citibank · Interactive Brokers · Northern Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-05-2021
- Office Locations
- 2
Office Locations
-- Dali City, Yunnan Province --
-- Runaway BAY --
About Caterer Goodman Partners LTD
Caterer Goodman Partners is a US SEC-regulated advisory focused on expatriate families living in Asia. The firm provides managed accounts, portfolio reviews, and retirement planning, with guidance on cross-border issues like currencies, local regulations, and access to global investment platforms. Portfolios are ETF-centric with selective use of private funds and cash management, often via Interactive Brokers.
Team overview
-- AVG AGE
$7.6M AVG AUM / ADVISOR
$224.8K AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
OWEN TERRY CATERER
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #7379055
- Ownership
- Less than 5%
Available
Available
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WILLIAM HENRY LONGSTREET Jr.
--
- CRD
- #1512207
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,405,781 | $171,014 |
| Non-Discretionary | $5,882,137 | $178,247 |
| Total | $15,287,918 | $173,726 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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