← Back to search
CAZ INVESTMENTS REGISTERED ADVISER LLC
CRD 327614 · SEC 801-128764
1360 POST OAK BLVD, 22ND FLOOR, HOUSTON, TX, 77056, United States
Phone
713-403-8250
Fax
713-403-8251
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$540.6M
Discretionary AUM
$540.6M
Team
83 total employees; 68 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $540.6M |
States served
TX
Official SEC filing: View on IAPD