Caterer Goodman Partners LTD

$15.3MAssets under management
as of Mar 2026 · SEC Form ADV
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Tech stack

No one at Caterer Goodman Partners LTD has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Caterer Goodman Partners LTD's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Interactive Brokers
Per Form ADV · $7M held · filed Jul 2024
Citi
Per Form ADV · $3M held · filed Jul 2024
Northern Trust
Per Form ADV · $2M held · filed Jul 2024
BNY
Per Form ADV · $673K held · filed Jul 2024
Zurich International Life Limited
Per Form ADV · $229K held · filed Jul 2024