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Matthew James Lindholm

CAZ INVESTMENTS L.P.·HOUSTON, Texas
Series 65Clean record11 years registeredCAZ INVESTMENTS L.P.
ONE RIVERWAY, HOUSTON, TX 77056CRD# 5932425Firm CRD# 113931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew James Lindholm · HOUSTON, TX
Registration
CRD #5932425 · CAZ INVESTMENTS L.P. · 11 years registered
Brand Profile
Not yet started
01

Career History

CAZ INVESTMENTS L.P.
Apr 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 16, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAZ INVESTMENTS L.P.
CRD 113931 · SEC 801-60606
AUM
$6.4B
Regulatory assets under management
Employees
48
8,044 client accounts
Services offered by CAZ INVESTMENTS L.P.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at CAZ INVESTMENTS L.P. →
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05

Frequently Asked Questions

What services does Matthew James Lindholm offer?
Matthew James Lindholm specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Matthew James Lindholm's credentials?
Matthew James Lindholm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew James Lindholm located?
Matthew James Lindholm is based in HOUSTON, Texas, working with CAZ INVESTMENTS L.P.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Matthew James Lindholm charge for services?
Matthew James Lindholm's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAZ INVESTMENTS L.P.?
CAZ INVESTMENTS L.P. has approximately 48 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAZ INVESTMENTS L.P.

Aimee Bess Mccrory
HOUSTON, TX
Clark D Edlund
HOUSTON, TX
Joseph Jerome Ceasar
HOUSTON, TX
Christopher Alan Zook
HOUSTON, TX
Jay Winfield Vanert
HOUSTON, TX
Marc Jonathan Sharpe
HOUSTON, TX

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