Caz Investments Registered Adviser LLC
● SEC registered since 2023CRD 327614SEC# 801-128764Houston, TX
Reg. AUM
$540.6M
Employees
83
Accounts
1
Location
Houston, TX
Caz Investments Registered Adviser LLC assets under management
Caz Investments Registered Adviser LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2023. It reports $540.6 million in regulatory assets under management and employs 83 people.
Caz Investments Registered Adviser LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caz Investments L.p. Control | Member | Over 75% | 2023 |
| Christopher Alan Zook Control | Chairman, Chief Investment Officer | Under 5% | 2023 |
| Isaiah Luke Massey Control | Chief Financial Officer | Under 5% | 2023 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Caz Investments Registered Adviser LLC manage?
Caz Investments Registered Adviser LLC reports $540.6 million in regulatory assets under management on its Form ADV.
How many employees does Caz Investments Registered Adviser LLC have?
Caz Investments Registered Adviser LLC reports 83 employees.
Where is Caz Investments Registered Adviser LLC located?
Caz Investments Registered Adviser LLC is based in Houston, TX and has been SEC-registered since 2023.
Does Caz Investments Registered Adviser LLC disclose fund performance?
Caz Investments Registered Adviser LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1360 Post Oak Blvd, 22nd Floor, Houston, TX 77056 |
| Phone | 713-403-8250 |
| Fax | 713-403-8251 |
| Office hours | 8:00 a.m. - 5.00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$540.6M▲ 201%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$540.6Mregulatory AUM
Discretionary $540.6M