Caz Investments L.P.
Houston, TX·SEC-registered · CRD #113931
Caz Investments L.P. is an SEC-registered investment advisory firm in Houston, TX managing $11B across 14k client accounts, with 68 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
14k
Advisory staff
68
Fee model
Fee-only
How Caz Investments L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Caz Investments L.P.
How much does Caz Investments L.P. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Caz Investments L.P. reports $11B in regulatory assets under management across roughly 14k client accounts.
How does Caz Investments L.P. charge?
Caz Investments L.P. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Caz Investments L.P. a fiduciary?
Yes. Caz Investments L.P. is registered with the U.S. Securities and Exchange Commission (CRD #113931), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Caz Investments L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Caz Investments L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Houston, TX
Profile compiled from Caz Investments L.P.'s public SEC Form ADV filing (CRD #113931, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Caz Investments L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Caz Investments L.P.? Claim this profile.