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William Ralph Van Buren Iv

Caz Investments L.P.

Houston, TX

CRD 7152502

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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 2019-11-19
  • TX RA
    APPROVED
    Since 2019-11-19

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
Caz Investments Lp Houston TX 07/2019 Present
Unemployed Austin TX 06/2019 07/2019
Benchmark International Austin TX 02/2016 06/2019
  • 07/2019 → Present
    Caz Investments Lp
    Houston, TX
  • 06/2019 → 07/2019
    Unemployed
    Austin, TX
  • 02/2016 → 06/2019
    Benchmark International
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-19
  • S65 Uniform Investment Adviser Law Examination
    2019-11-19

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

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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