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CAZ INVESTMENTS L.P.

Tel: 713-403-8250
One Riverway
Suite 2000
Houston, Texas  77056

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CAZ INVESTMENTS L.P.

CAZ INVESTMENTS L.P. is a Houston, Texas based financial advisory firm with nearly $6,402,686,432 in assets under management and provides investment advisory services for 8044 clients. There are currently 48 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

113931

SEC#:

801-60606

No. of Clients:

8044

Assets under Management

$6,402,686,432

No. of Advisors:

48

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