David Hescheles is a registered investment advisor at Caz Investments L.P., based in Houston, TX, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 94 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAZ Investments manages private investment funds and receives advisory fees. These fees typically range between 0% and 2% of the fund's net asset value or committed capital, paid monthly in advance. CAZ may also receive consulting fees from third parties for projects, investment due diligence, and special investment analysis services.
Location
One Riverway, Suite 2000, Houston, TX, 77056
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Caz Investments L.P.
Previous Registrations
Hartford Funds
Hartford Funds Distributors, LLCBroker
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Securities Management & Research, INC.Broker
Service Asset Management CompanyBroker
Penson Financial Services, INC.Broker
Trimark Securities, L.P.Broker
Fahnestock & CO., INC.Broker
First of Michigan CorporationBroker
Olde Discount CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.