Caz Investments L.P.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 113931
- SEC number
- 801-60606
- Firm type
- RIA
- Assets under management
- $10.8B as of Mar 31, 2026
- Website
- cazinvestments.com ↗
- Phone
- 713-403-8250
- Address
- 1360 Post Oak Blvd., Houston, TX, 77056
Advisors at this firm
26 in our index · page 1 of 1
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Alexandra Dee AngoveCRD 6573745 · Houston, TXIA RegisteredRegistration inactive
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Kieran Patrick ArriganCRD 8283349 · Houston, TXIA Registered
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Heather AyresCRD 5184187 · Houston, TXIA RegisteredRegistration inactive
-
Patricia Ann BurnsCRD 2225938 · Houston, TXIA Registered
-
Jarrett Billington BellCRD 5177196 · Houston, TXIA RegisteredRegistration inactive
-
Ian Brown-ChristensonCRD 6586824 · Houston, TXIA RegisteredRegistration inactive
-
Emily Ann BuretzCRD 7170119 · Houston, TXIA RegisteredRegistration inactive
-
Clark D EdlundCRD 4958508 · Houston, TXIA Registered
-
Nicole Ann EngelCRD 6172054 · Houston, TXIA RegisteredRegistration inactive
-
Brenton Alexander FinanCRD 7870141 · Houston, TXIA Registered
-
Anthony Marco GaudiosiCRD 3011217 · Houston, TXIA RegisteredRegistration inactive
-
David Scott HeschelesCRD 2564308 · Houston, TXIA RegisteredRegistration inactive
-
Lucia Y HwangCRD 3077083 · Houston, TXIA Registered
-
Preston Wyatt HeardCRD 7902702 · Houston, TXIA Registered
-
Matthew James LindholmCRD 5932425 · Houston, TXIA Registered
-
Brandon LuckettCRD 3018381 · Houston, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
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Jacob Paul MercierCRD 7007529 · Houston, TXIA RegisteredRegistration inactive
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Ryan Wallace MoritzCRD 7902635 · Houston, TXIA Registered
-
Michael John O'keefeCRD 7218392 · Houston, TXIA Registered
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Ricardo PerusquiaCRD 6574455 · Houston, TXIA RegisteredRegistration inactive
-
Paul Henry RushCRD 7829425 · Houston, TXIA Registered
-
Harvey Patrick SteeleCRD 4952306 · Houston, TXIA RegisteredRegistration inactive
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William Ralph Van Buren IVCRD 7152502 · Houston, TXIA Registered
-
Mark Charles WadeCRD 6674971 · Houston, TXIA Registered
-
Spencer William WoolfolkCRD 6634383 · Houston, TXIA RegisteredRegistration inactive
-
Charles William ZellerCRD 6404764 · Houston, TXIA RegisteredRegistration inactive
1–26 of 26
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 113931 ↗
FINRA BrokerCheck record for firm CRD 113931 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.