CAZ Investments L.P.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 113931
- Registered since
- September 27, 2001
- Website
- cazinvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
CAZ Investments L.P. is a limited partnership and multi-strategy alternative asset manager that acts as a capital allocator for institutional clients. SEC registration dates back to 2001. The firm runs pooled investment vehicles across hedge fund, private equity and real estate strategies and also sources and selects third‑party managers on behalf of its funds. Its fee model combines a percentage of assets under management with performance-based fees. CAZ identifies as an active ESG investor and also serves as a sponsor and general partner or managing member of pooled vehicles it advises.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Christopher Zook
Chairman & Chief Investment OfficerCRD 2125318
Michael O'keefe
Chief of StaffCRD 7218392
Contacts
3 of 26
William Van Buren Iv
Senior Vice PresidentCRD 7152502
Nicole Engel
Vice President, Investor RelationsCRD 6172054
Mark Wade
Managing DirectorCRD 6674971
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$10.4M in ETFs
100%
$10.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP) | State Street | Passive | Equity Energy | $2.3M | 15,000 | 22.22% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1360 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
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