Assets Under Management
$8.7B
Number of Clients
94
Number of Advisors
25
Average Client AUM
$92.1M
AUM per Advisor
$346.2M
Compensation
Fee-Only (AUM)
CAZ Investments manages co-mingled, private investment funds for qualified investors. They form investment partnerships based on economic themes, due diligence, and research. CAZ also acts as a sub-adviser to the SALI Multi-Series Fund, L.P.
One Riverway, Suite 2000, Houston, TX, 77056