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Emily Ann Buretz

Caz Investments L.P.

Houston, TX

CRD 7170119

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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 2021-06-09
  • TX RA
    APPROVED
    Since 2021-06-09

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
Ace Scholarships Denver CO 01/2017 08/2019
Unemployed Denver CO 08/2016 01/2017
The Madison Group Denver CO 08/2019 05/2021
Caz Investments Lp Houston TX 06/2021 Present
  • 01/2017 → 08/2019
    Ace Scholarships
    Denver, CO
  • 08/2016 → 01/2017
    Unemployed
    Denver, CO
  • 08/2019 → 05/2021
    The Madison Group
    Denver, CO
  • 06/2021 → Present
    Houston, TX
Other Businesses

1) ACE Scholarships Emerging Leaders Network; 1201 East Colfax Avenue, Denver, CO 80128; 12/01/2018; Co-Founder & Co-Chairman; Assist in leading a charity organization's young professionals leadership team; Not Investment Related; 10 hours/month; 0 hours/month during business hours; No Compensation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-02
  • S66 Uniform Combined State Law Examination
    2021-02-02

View on SEC IAPD

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