Caz Investments LP
Caz Investments LP (CRD# 113931) is a financial advisory firm headquartered in Houston, TX. They manage $6,402,686,432 in 8,044 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management6,403MILLION
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Total Number of Accounts8,044ACCOUNTS
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Average Account Value$795,958
- 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
Patricia Burns (CRD# 2225938) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 30 years of experience in the finance industry.
Nicole Engel (CRD# 6172054) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 5 years of experience in the finance industry.
Jillian Klinvex (CRD# 7723030) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has 1 year of experience in the finance industry.
Ricardo Perusquia (CRD# 6574455) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 7 years of experience in the finance industry.
Paul Rush (CRD# 7829425) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has 1 year of experience in the finance industry.
William Van Buren Iv (CRD# 7152502) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 4 years of experience in the finance industry.
Charles Zeller (CRD# 6404764) is an Investment Advisor Representative working at Caz Investments LP in Houston, TX and has over 7 years of experience in the finance industry.