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CAZ INVESTMENTS L.P.
CAZ INVESTMENTS L.P.
HOUSTON, Texas
·
9 registered advisors
·
CRD# 113931
SEC# 801-60606
1
713-403-8250
01
Firm Overview
AUM
$6.4B
Regulatory assets under management
Employees
48
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CAZ INVESTMENTS L.P.
9 registered advisors
Aimee Bess Mccrory
HOUSTON, Texas
CRD# 834679
Christopher Alan Zook
HOUSTON, Texas
CRD# 2125318
Clark D Edlund
HOUSTON, Texas
CRD# 4958508
Heather Delgado
HOUSTON, Texas
CRD# 3204233
Jay Winfield Vanert
HOUSTON, Texas
CRD# 2414161
Joseph Jerome Ceasar
HOUSTON, Texas
CRD# 4710017
Marc Jonathan Sharpe
HOUSTON, Texas
CRD# 2605241
Mark Charles Wade
HOUSTON, Texas
CRD# 6674971
Matthew James Lindholm
HOUSTON, Texas
CRD# 5932425
05
Office Locations
HOUSTON, Texas
9 advisors
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Data sourced from SEC Form ADV filings. CAZ INVESTMENTS L.P. (CRD# 113931) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.