Patricia Ann Burns

Caz Investments L.P.

5 Years of Experience

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Areas of Practice

Investment ManagementAlternative Investments

Caz Investments L.P.

Compensation

Fee-Only (AUM)

Firm Size

25 advisors

Number of Clients

94 clients

Average Client Portfolio

$92.1M average

Assets Under Management

$8.7B

Fee Structure

Financial Planning:Investment management only

Location

One Riverway, Suite 2000, Houston, TX, 77056

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Caz Investments L.P.

July 2020 - Present · 5 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.