Charles Zeller is a CFA-designated registered investment advisor at Caz Investments L.P., based in Houston, TX, with 10 years of industry experience. Charles 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.
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Charles is the treasurer for the International Burn Foundation, safeguarding the foundation's assets and ensuring investments support a prize awarded every four years. This requires minimal time.
Employment History
Current Registrations
Caz Investments L.P.
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Dfa Securities LLCBroker
State Registrations1 state
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