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Michael John O'KEefe

Caz Investments L.P.

Houston, TX

CRD 7218392

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Employer firm

Caz Investments L.p. CRD 113931

$10.8B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Caz Investments L.P.

1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-16
  • TX RA
    APPROVED
    Since 2024-05-16

Branch Locations

1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Belvedere Trading Chicago IL 06/2019 08/2019
Argenta Partners Dallas TX 02/2018 08/2018
Trevale Partners Dallas TX 11/2017 02/2018
Reliance Bank St. Louis MO 05/2017 08/2017
Guardian Growth Fund Dallas TX 10/2016 05/2017
Southern Methodist University Dallas TX 08/2016 12/2019
Unemployed Dallas TX 12/2019 01/2020
Caz Investments Lp Houston TX 01/2020 03/2022
Thomist Capital Houston TX 03/2022 10/2022
Plantswitch Dallas TX 10/2022 02/2024
Caz Investments Lp Houston TX 02/2024 Present
  • 06/2019 → 08/2019
    Belvedere Trading
    Chicago, IL
  • 02/2018 → 08/2018
    Argenta Partners
    Dallas, TX
  • 11/2017 → 02/2018
    Trevale Partners
    Dallas, TX
  • 05/2017 → 08/2017
    Reliance Bank
    St. Louis, MO
  • 10/2016 → 05/2017
    Guardian Growth Fund
    Dallas, TX
  • 08/2016 → 12/2019
    Southern Methodist University
    Dallas, TX
  • 12/2019 → 01/2020
    Unemployed
    Dallas, TX
  • 01/2020 → 03/2022
    Caz Investments Lp
    Houston, TX
  • 03/2022 → 10/2022
    Thomist Capital
    Houston, TX
  • 10/2022 → 02/2024
    Plantswitch
    Dallas, TX
  • 02/2024 → Present
    Caz Investments Lp
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-16
  • S65 Uniform Investment Adviser Law Examination
    2024-05-16

View on SEC IAPD

Nearby Firms

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Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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