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Lisa Labrant Zook

OwnerCaz Investments Registered Adviser LLCCRD 7384287

About Lisa Labrant Zook

Lisa Labrant Zook is listed as Owner at Caz Investments Registered Adviser LLC in Houston, TX. Form ADV reports a beneficial ownership band of 50-75%. Lisa Labrant Zook is associated with 4 registered advisers.

Reported ownership

Owns 50-75% of Caz Investments Registered Adviser LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Lisa Labrant Zook work?

Lisa Labrant Zook is listed as Owner at Caz Investments Registered Adviser LLC on SEC Form ADV.

How much of Caz Investments Registered Adviser LLC does Lisa Labrant Zook own?

Form ADV reports a beneficial ownership band of 50-75%.

Caz Investments Registered Adviser LLC

TitleOwner
Ownership50-75%
Control personYes
Since1998
View Caz Investments Registered Adviser LLC →

Caz Investments L.P.

TitleOwner
Ownership50-75%
Control personYes
Since1998
View Caz Investments L.P. →

Caz GP Stakes Adviser LLC

TitleOwner
Ownership50-75%
Control personYes
Since1998
View Caz GP Stakes Adviser LLC →

Bonaccord Capital Advisors, LLC

TitleMember
Ownership50-75%
Control personNo
Since2021
View Bonaccord Capital Advisors, LLC →