Caz Investments LP
Caz Investments LP (CRD# 113931) is a financial advisory firm headquartered in Houston, TX. They manage $5,015,915,036 in 6,897 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management5,016MILLION
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Total Number of Accounts6,897ACCOUNTS
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Average Account Value$727,260
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
TX
Clark Edlund (CRD# 4958508) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 10 years of experience in the finance industry.
Lucia Hwang (CRD# 3077083) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 20 years of experience in the finance industry.
Gerald Iorio (CRD# 4550556) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 18 years of experience in the finance industry.
Matthew Lindholm (CRD# 5932425) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 9 years of experience in the finance industry.
Mark Wade (CRD# 6674971) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 7 years of experience in the finance industry.
Christopher Zook (CRD# 2125318) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 33 years of experience in the finance industry.
Matthew Adams (CRD# 7389052) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 2 years of experience in the finance industry.
Heather Ayres (CRD# 5184187) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 17 years of experience in the finance industry.
Jarrett Bell (CRD# 5177196) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 16 years of experience in the finance industry.
Emily Buretz (CRD# 7170119) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 3 years of experience in the finance industry.