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Caz Investments L.p. CRD 113931
$10.8B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-10 |
Branch Locations
1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caz Investments Lp | Houston | TX | 02/2024 | Present |
| Insperity | Houston | TX | 04/2022 | 01/2024 |
| Spirit Environmental | Houston | TX | 07/2021 | 04/2022 |
| Carbo | Houston | TX | 01/2020 | 07/2021 |
| Atco Structures And Logistics | Houston | TX | 01/2018 | 01/2020 |
| Kuraray America | Clear Lake | TX | 06/2017 | 12/2017 |
| Houston Texans | Houston | TX | 05/2016 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-10 |
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