JB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
24 advisors
Number of Clients
94 clients
Average Client Portfolio
$92.1M average
Assets Under Management
$8.7B
Fee Structure
Financial Planning:Investment management only
This firm manages private investment funds. Fee information is not provided in this brochure.
Areas of Practice
Alternative Investments
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Advisor Information
Office location
One Riverway, Suite 2000, Houston, TX, 77056
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Caz Investments L.P.
July 2021 - Present · 4 yrs 6 mos
Previous Registrations
Foreside Fund Services, LLCBroker
January 2018 - March 2021 · 3 yrs 2 mos
Abbey Capital (us) LLCBroker
June 2011 - December 2017 · 6 yrs 6 mos
Invesco Advisers, INC.
June 2010 - June 2011 · 1 yr
Invesco Distributors, INC.Broker
June 2010 - June 2011 · 1 yr
Morgan Stanley Investment Advisors INC.
January 2009 - July 2010 · 1 yr 6 mos
Morgan Stanley Distribution, INC.Broker
January 2009 - June 2010 · 1 yr 5 mos
Morgan Stanley & CO. Incorporated
October 2008 - December 2008 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - December 2008 · 1 yr 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.