CAZ INVESTMENTS REGISTERED ADVISER LLC

Overview

CAZ Investments Registered Adviser LLC is a small SEC-registered investment adviser organized as an LLC and registered in 2023. The firm serves institutional clients and bills on a percentage-of-AUM basis. Its stated advisory activity is portfolio management for investment companies, and regulatory affiliations indicate the firm functions as an adviser and sponsor/GP or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, is not multi-state, and is not categorized as a capital allocator; it also reports a related adviser relationship.

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Location & Offices