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 multifaceted alternative asset manager formed as a limited partnership and SEC-registered since 2001. The firm operates primarily as a capital allocator to institutional clients and runs pooled investment vehicles across hedge fund, private equity and real estate strategies. Its compensation mix includes both asset-based fees and performance-linked fees, and it performs portfolio management for pooled vehicles as well as selection of other advisers. CAZ reports being an active ESG investor and also functions in sponsor and GP roles for some pooled vehicles.
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
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
$5.8M in ETFs
100%
$5.8M
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 | 40.01% |
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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