Caz Investments LP

Caz Investments LP (CRD# 113931) is a financial advisory firm headquartered in Houston, TX. They manage $956,107,015 in 2,512 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    956
    MILLION
  • Total Number of Accounts
    2,512
    ACCOUNTS
  • Average Account Value
    $380,616
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, GA, LA, TX

Financial Advisors at Caz Investments LP
Showing 1 - 10 of 11 top financial advisors.
1
Lucia Y. Hwang
CRD#: 3077083
One Riverway, Suite 2000, Houston, TX 77056
93
Wealthminder
score

Lucia Hwang (CRD# 3077083) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 14 years of experience in the finance industry.

2
Donald B. McCrory
CRD#: 1009554
One Riverway, Suite 2000, Houston, TX 77056
93
Wealthminder
score

Donald McCrory (CRD# 1009554) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 36 years of experience in the finance industry.

3
Lila I. Ontiveros
CRD#: 4985807
One Riverway, Suite 2000, Houston, TX 77056
93
Wealthminder
score

Lila Ontiveros (CRD# 4985807) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 11 years of experience in the finance industry.

4
Jay W. Vanert
CRD#: 2414161
One Riverway, Suite 2000, Houston, TX 77056
93
Wealthminder
score

Jay Vanert (CRD# 2414161) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 24 years of experience in the finance industry.

5
Clark D. Edlund
CRD#: 4958508
One Riverway, Suite 2000, Houston, TX 77056
90
Wealthminder
score

Clark Edlund (CRD# 4958508) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 4 years of experience in the finance industry.

6
Matthew J. Lindholm
CRD#: 5932425
One Riverway, Suite 2000, Houston, TX 77056
90
Wealthminder
score

Matthew Lindholm (CRD# 5932425) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 3 years of experience in the finance industry.

7
Heather Delgado
CRD#: 3204233
One Riverway, Suite 2000, Houston, TX 77056
89
Wealthminder
score

Heather Delgado (CRD# 3204233) 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
David P. Sawyer
CRD#: 6681543
One Riverway, Suite 2000, Houston, TX 77056
88
Wealthminder
score

David Sawyer (CRD# 6681543) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has 1 year of experience in the finance industry.

9
Mark C. Wade
CRD#: 6674971
One Riverway, Suite 2000, Houston, TX 77056
88
Wealthminder
score

Mark Wade (CRD# 6674971) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has 1 year of experience in the finance industry.

10
Christopher A. Zook
CRD#: 2125318
One Riverway, Suite 2000, Houston, TX 77056
83
Wealthminder
score

Christopher Zook (CRD# 2125318) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 27 years of experience in the finance industry.

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