CZ
CFA
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 →Other Business Activities
Charles is the treasurer for the International Burn Foundation, safeguarding the foundation's assets and ensuring investments support a prize awarded every four years. This requires minimal time.
Employment History
Current Registrations
Caz Investments L.P.
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Robert W. Baird & CO. Incorporated Broker
August 2018 - May 2022 · 3 yrs 9 mos
Dfa Securities LLCBroker
November 2014 - August 2018 · 3 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.