CAZ INVESTMENTS L.P.
CRD #113931 SEC #801-60606 HOUSTON, TX 713-403-8250
SEC Registered Private Funds
Total AUM
$8.7B
Discretionary
$8.7B
Employees
63
Clients
--
Accounts
10,613
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8.7B | $8.7B | $0 | 63 | 0 |
| Mar 2024 | $6.4B | $6.4B | $0 | 48 | 0 |
| Sep 2023 | $5B | $5B | $0 | 33 | 0 |
| Mar 2023 | $5B | $5B | $0 | 33 | 0 |
| Mar 2022 | $2.8B | $2.8B | $0 | 28 | 0 |
| Jun 2021 | $2B | $2B | $0 | 12 | 0 |
| May 2021 | $2B | $2B | $0 | 12 | 0 |
| Mar 2021 | $2B | $2B | $0 | 12 | 0 |
| Oct 2020 | $1.5B | $1.5B | $1.5M | 25 | 0 |
| Jan 2020 | $1.5B | $1.5B | $1.5M | 25 | 0 |
| Jan 2019 | $1.2B | $1.2B | $1.6M | 25 | 0 |
| Jan 2018 | $956.1M | $955.1M | $1M | 17 | 0 |
| Feb 2017 | $571.4M | $570.5M | $902.3K | 19 | 100 |
| Mar 2016 | $496.9M | $495.6M | $1.3M | 15 | 200 |
| May 2015 | $463.6M | $457.3M | $6.3M | 16 | 200 |
| Apr 2015 | $463.6M | $457.3M | $6.3M | 16 | 200 |
| Mar 2015 | $444M | $437.7M | $6.3M | 16 | 200 |
| Apr 2014 | $304.3M | $302.2M | $2.1M | 16 | 200 |
| Mar 2014 | $304.8M | $302.7M | $2.1M | 16 | 200 |
| Aug 2013 | $297.8M | $295.2M | $2.7M | 8 | 200 |
| Apr 2013 | $297.8M | $295.2M | $2.7M | 8 | 200 |
| Mar 2013 | $297.8M | $295.2M | $2.7M | 8 | 200 |
| Apr 2012 | $313.2M | $313.2M | $0 | 6 | 200 |
| Mar 2012 | $300M | $300M | $0 | 6 | 200 |
| Mar 2011 | $172M | $172M | $0 | 10 | -- |
| Mar 2011 | $172M | $172M | $0 | 10 | -- |
| Mar 2009 | $270M | $270M | $0 | -- | -- |
| Mar 2008 | $463M | $463M | $0 | -- | -- |
| Mar 2008 | $463M | $463M | $0 | -- | -- |
| Apr 2007 | $491M | $360M | $131M | -- | -- |
| Feb 2007 | $491M | $360M | $131M | -- | -- |
| Mar 2006 | $425M | $325M | $100M | -- | -- |
| Jan 2005 | $392M | $296M | $96M | -- | -- |
| Dec 2004 | $215M | $127M | $88M | -- | -- |
| Jun 2004 | $215M | $127M | $88M | -- | -- |
| Apr 2004 | $215M | $127M | $88M | -- | -- |
| Mar 2004 | $215M | $127M | $88M | -- | -- |
| May 2002 | $39M | $39M | $0 | -- | -- |
| Nov 2001 | $28M | $28M | $0 | 5 | -- |
| Sep 2001 | $28M | $28M | $0 | 5 | -- |
DateMar 2025
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees63
Clients0
DateMar 2024
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees48
Clients0
DateSep 2023
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees33
Clients0
DateMar 2023
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees33
Clients0
DateMar 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees28
Clients0
DateJun 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees12
Clients0
DateMay 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees12
Clients0
DateOct 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.5M
Employees25
Clients0
DateJan 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.5M
Employees25
Clients0
DateJan 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.6M
Employees25
Clients0
DateJan 2018
Total AUM$956.1M
Discretionary$955.1M
Non-Disc.$1M
Employees17
Clients0
DateFeb 2017
Total AUM$571.4M
Discretionary$570.5M
Non-Disc.$902.3K
Employees19
Clients100
DateMar 2016
Total AUM$496.9M
Discretionary$495.6M
Non-Disc.$1.3M
Employees15
Clients200
DateMay 2015
Total AUM$463.6M
Discretionary$457.3M
Non-Disc.$6.3M
Employees16
Clients200
DateApr 2015
Total AUM$463.6M
Discretionary$457.3M
Non-Disc.$6.3M
Employees16
Clients200
DateMar 2015
Total AUM$444M
Discretionary$437.7M
Non-Disc.$6.3M
Employees16
Clients200
DateApr 2014
Total AUM$304.3M
Discretionary$302.2M
Non-Disc.$2.1M
Employees16
Clients200
DateMar 2014
Total AUM$304.8M
Discretionary$302.7M
Non-Disc.$2.1M
Employees16
Clients200
DateAug 2013
Total AUM$297.8M
Discretionary$295.2M
Non-Disc.$2.7M
Employees8
Clients200
DateApr 2013
Total AUM$297.8M
Discretionary$295.2M
Non-Disc.$2.7M
Employees8
Clients200
DateMar 2013
Total AUM$297.8M
Discretionary$295.2M
Non-Disc.$2.7M
Employees8
Clients200
DateApr 2012
Total AUM$313.2M
Discretionary$313.2M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$463M
Discretionary$463M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$463M
Discretionary$463M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$491M
Discretionary$360M
Non-Disc.$131M
Employees--
Clients--
DateFeb 2007
Total AUM$491M
Discretionary$360M
Non-Disc.$131M
Employees--
Clients--
DateMar 2006
Total AUM$425M
Discretionary$325M
Non-Disc.$100M
Employees--
Clients--
DateJan 2005
Total AUM$392M
Discretionary$296M
Non-Disc.$96M
Employees--
Clients--
DateDec 2004
Total AUM$215M
Discretionary$127M
Non-Disc.$88M
Employees--
Clients--
DateJun 2004
Total AUM$215M
Discretionary$127M
Non-Disc.$88M
Employees--
Clients--
DateApr 2004
Total AUM$215M
Discretionary$127M
Non-Disc.$88M
Employees--
Clients--
DateMar 2004
Total AUM$215M
Discretionary$127M
Non-Disc.$88M
Employees--
Clients--
DateMay 2002
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees--
Clients--
DateNov 2001
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--