CAZ INVESTMENTS REGISTERED ADVISER LLC
- CAZ INVESTMENTS REGISTERED ADVISER LLC
- CAZ HOLY GRAIL ADVISER LLC
Adviser Profile
| As of Date | 03/27/2025 |
| Registration | SEC, Approved, 09/21/2023 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| AUM* | 179,854,298 239% |
| of that, discretionary | 179,854,298 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 179,854,298 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Related adviser
Number of Employees 63 40%
of those in investment advisory functions 56 65%
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
Private Funds
No private funds