Caz Investments Registered Adviser LLC
Caz Investments Registered Adviser LLC is an SEC-registered ria in Houston, TX with $540.6M assets under management (AUM, regulatory AUM), +201% over one year. See who owns Caz Investments Registered Adviser LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327614, SEC 801-128764, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $540.6M (2026-03-11)
- Firm type
- Ria
- Location
- Houston, TX
- Employees
- 83
- CRD
- 327614
- Ownership
- CAZ INVESTMENTS L.P.; BROWN, ISAIAH, SCOTT; MASSEY, ISAIAH, LUKE; LONG, JUSTIN, TYLER; ZOOK, LISA, LABRANT
How much AUM does Caz Investments Registered Adviser LLC have?
Caz Investments Registered Adviser LLC reported $540.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Caz Investments Registered Adviser LLC?
Disclosed owners and executives of Caz Investments Registered Adviser LLC include CAZ INVESTMENTS L.P., BROWN, ISAIAH, SCOTT, MASSEY, ISAIAH, LUKE, LONG, JUSTIN, TYLER, ZOOK, LISA, LABRANT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.