Jarrett Billington Bell

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

• 04/2016 → 09/2020
  Abbey Capital (Us) Llc
  New York, NY
• 01/2018 → 09/2020
  Foreside Fund Services, Llc
  New York, NY
• 09/2020 → 03/2021
  Foreside Fund Services, Llc
  Houston, TX
• 09/2020 → 03/2021
  Abbey Capital (Us) Llc
  Houston, TX
• 03/2021 → Present
  Caz Investments Lp
  Houston, TX

Previous Registrations

• 2010-06-08 → 2011-06-14
  Invesco Advisers, Inc.
  Atlanta, GA
• 2009-01-02 → 2010-07-12
  Morgan Stanley Investment Advisors Inc.
  New York, NY
• 2008-10-02 → 2008-12-31
  Morgan Stanley & Co. Llc
  Jersey City, NJ
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-14
• S66 Uniform Combined State Law Examination
  2007-12-21