CAZ INVESTMENTS REGISTERED ADVISER LLC

other names
  • CAZ INVESTMENTS REGISTERED ADVISER LLC
  • CAZ HOLY GRAIL ADVISER LLC

Adviser Profile
As of Date 03/27/2025
ADV Location HOUSTON, TX, United States
Adviser Type - An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 63 40%
of those in investment advisory functions 56 65%
Registration SEC, Approved, 09/21/2023
AUM* 179,854,298
of that, discretionary 179,854,298 100%
Private Fund GAV* 0
Avg Account Size 179,854,298
SMA’s No
Private Funds 0
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
Discretionary
Non-discretionary

Private Funds

No private funds

Employees