Caz Investments L.P.

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Assets Under Management

$8.7B

Number of Clients

94

Number of Advisors

24

Average Client AUM

$92.1M

AUM per Advisor

$360.6M

Compensation

Fee-Only (AUM)

About This Firm

CAZ Investments LP provides advisory services primarily for the management of co-mingled, private investment funds. They identify economic and investment themes, perform due diligence, and structure private investment limited partnerships to provide qualified investors access to special purpose investment vehicles. CAZ also acts as a sub-adviser to the SALI Multi-Series Fund, L.P.

Fee Structure

Financial Planning:Investment management only

This firm manages private investment funds. Fee information is not provided in this brochure.

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Areas of Practice
Alternative Investments
Location

One Riverway, Suite 2000, Houston, TX, 77056

24 Advisors at this firm

AG
Anthony Marco Gaudiosi
BF
Brenton Alexander Finan
CZ
CFA
Charles William Zeller
CZ
Christopher Alan Zook
CE
Clark D Edlund
DH
David Scott Hescheles
EB
Emily Ann Buretz
HS
Harvey Patrick Steele
HA
Heather Ayres
IB
CFP
Ian Brown-Christenson
JB
Jarrett Billington Bell
JK
Jillian Noel Klinvex
LH
Lucia Y Hwang
MW
Mark Charles Wade
ML
Matthew James Lindholm
MO
Michael John O'keefe
NE
Nicole Ann Engel
PB
Patricia Ann Burns
PR
Paul Henry Rush
PH
Preston Wyatt Heard
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