| Name | Title | Ownership | Since |
|---|---|---|---|
| Caz Investments L.p. Control | Member | Over 75% | 2023 |
| Christopher Alan Zook Control | Chairman, Chief Investment Officer | Under 5% | 2023 |
| Isaiah Luke Massey Control | Chief Financial Officer | Under 5% | 2023 |
Caz Investments Registered Adviser LLC reports $179.9 million in regulatory assets under management on its Form ADV.
Caz Investments Registered Adviser LLC reports 63 employees.
Caz Investments Registered Adviser LLC is based in Houston, TX and has been SEC-registered since 2023.
Caz Investments Registered Adviser LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Riverway, Suite 2000, Houston, TX 77056 |
| Phone | 713-403-8250 |
| Fax | 713-403-8251 |
| Office hours | 8:00 a.m. - 5.00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $179.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $179.9M |