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Travis R Kauzer

Kauzer Capital Management, LLC

Walnut Creek, CA

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Current Employers
Kauzer Capital Management, Llc

2121 N California Blvd Ste 290, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-10
  • CA RA
    APPROVED
    Since 2025-06-10

Branch Locations

2121 N California Blvd Ste 290, Walnut Creek, CA 94596 • 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
Fort Point Capital Partners San Francisco CA 10/2014 08/2022
The Grupe Company Stockton CA 08/2022 10/2023
Kauzer Capital Management Walnut Creek CA 10/2023 Present
Kauzer Capital Management Walnut Creek CA 04/2025 Present
  • 10/2014 → 08/2022
    Fort Point Capital Partners
    San Francisco, CA
  • 08/2022 → 10/2023
    The Grupe Company
    Stockton, CA
  • 10/2023 → Present
    Kauzer Capital Management
    Walnut Creek, CA
  • 04/2025 → Present
    Kauzer Capital Management
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-09
  • S65 Uniform Investment Adviser Law Examination
    2025-06-09

View on SEC IAPD

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