CAZ INVESTMENTS REGISTERED ADVISER LLC
- CAZ INVESTMENTS REGISTERED ADVISER LLC
- CAZ HOLY GRAIL ADVISER LLC
Adviser Profile
| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 09/21/2023 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| 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 | 2 2 |
Adviser Type
- Related adviser
Number of Employees 83 84%
of those in investment advisory functions 68 100%
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
Private Funds
No private funds
Employees
Private Funds Structure
| SEC Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count2 | GAV$ |