CAZ INVESTMENTS REGISTERED ADVISER LLC
other names
- CAZ INVESTMENTS REGISTERED ADVISER LLC
- CAZ HOLY GRAIL ADVISER LLC
Adviser Profile
| As of Date | 03/11/2026 |
| ADV Location | HOUSTON, TX, United States |
|
Adviser Type
- An investment adviser (or subadviser) to an investment company - Related adviser |
|
| Number of Employees | 83 84% |
| of those in investment advisory functions | 68 100% |
| Registration | SEC, Approved, 09/21/2023 |
| AUM* | 540,556,877 919% |
| of that, discretionary | 540,556,877 919% |
| Private Fund GAV* | 0 |
| Avg Account Size | 540,556,877 919% |
| SMA’s | No |
| Private Funds | 1 1 |
| Contact Info | 713 xxxxxxx |
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count1 | GAV$ |