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).

By the Numbers
  • Total Assets Under Management
    5,016
    MILLION
  • Total Number of Accounts
    6,897
    ACCOUNTS
  • Average Account Value
    $727,260
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Caz Investments LP
Showing 1 - 10 of 17 top financial advisors.
1
Clark D. Edlund
CRD#: 4958508
One Riverway, Suite 2000, Houston, TX 77056

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.

2
Lucia Y. Hwang
CRD#: 3077083
One Riverway, Suite 2000, Houston, TX 77056

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.

3
Gerald P. Iorio
CRD#: 4550556
One Riverway, Suite 2000, Houston, TX 77056

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.

4
Matthew J. Lindholm
CRD#: 5932425
One Riverway, Suite 2000, Houston, TX 77056

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.

5
Mark C. Wade
CRD#: 6674971
One Riverway, Suite 2000, Houston, TX 77056

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.

6
Christopher A. Zook
CRD#: 2125318
One Riverway, Suite 2000, Houston, TX 77056

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.

7
Matthew J. Adams
CRD#: 7389052
One Riverway, Suite 2000, Houston, TX 77056

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.

8
Heather Ayres
CRD#: 5184187
One Riverway, Suite 2000, Houston, TX 77056

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.

9
Jarrett B. Bell
CRD#: 5177196
One Riverway, Suite 2000, Houston, TX 77056

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.

10
Emily A. Buretz
CRD#: 7170119
One Riverway, Suite 2000, Houston, TX 77056

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.

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