Charles William Zeller

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 07/2018
  Dimensional Fund Advisors
  Austin, TX
• 08/2018 → 05/2022
  Robert W. Baird & Co.
  Chicago, IL
• 08/2022 → Present
  Caz Investments Lp
  Houston, TX

Other Businesses

International Burn Foundation, Not Investment-Related, 6915 Ebenezer Church Road, Hillsborough, NC 27278, Provides a prize every 4 years to somebody who has made an outstanding contribution to any aspect of burn management or to an outstanding practitioner of burn treatment, Treasurer, Treasurer, 2/2/25, 1-2 hrs per month, The Treasurer's role is to safeguard the Foundation's assets and ensure that we are investing it in a way that will provide the capital necessary to award the prize every 4 years ($100K prize, paid out over 4 years)

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-08-31

Designations

• Chartered Financial Analyst

Other Names

• Charlie Zeller