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. operates as a multi-strategy investment manager and allocator focused primarily on institutional clients. Organized as a limited partnership and SEC-registered since 2001, the firm combines roles as an adviser to pooled investment vehicles and as a selector of external managers. Its business model includes both percentage-of-AUM and performance-based fee components, and it reports being an active ESG investor. CAZ functions as a sponsor and general partner or managing member for pooled vehicles it oversees, indicating hands-on involvement in fund governance and manager selection.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Michael O'keefe
Chief of StaffCRD 7218392
Christopher Zook
Chairman & Chief Investment OfficerCRD 2125318
Contacts
3 of 26
Charles Zeller
Vice PresidentCRD 6404764
Paul Rush
AssociateCRD 7829425
Clark Edlund
PartnerCRD 4958508
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$6.9M in ETFs
100%
$6.9M
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 | $2.7M | 15,000 | 39.29% |
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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