Caz Investments is a fund manager in Houston with $2.81 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Industry
SEC CIK
SEC advisor number
801-60606
FINRA CRD number
113931
AUM ?
$6.40 bn
(as of 27 Mar 24)
Accounts
8,044
(as of 27 Mar 24)
Employees
48
(46 investment advisory or research)
Address
Caz Investments
ONE RIVERWAY
SUITE 2000
HOUSTON
TX 77056
ONE RIVERWAY
SUITE 2000
HOUSTON
TX 77056
Phone
713-403-8250
Brochures
Ownership
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21