CAZ INVESTMENTS REGISTERED ADVISER LLC
CRD #327614 SEC #801-128764 HOUSTON, TX 713-403-8250
SEC Registered
Total AUM
$179.9M
Discretionary
$179.9M
Employees
63
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $179.9M | $179.9M | $0 | 63 | 0 |
| Jun 2024 | $53M | $53M | $0 | 45 | 0 |
| Mar 2024 | $53M | $53M | $0 | 45 | 0 |
| Sep 2023 | $0 | $0 | $0 | 45 | 0 |
| Aug 2023 | $0 | $0 | $0 | 45 | 0 |
DateMar 2025
Total AUM$179.9M
Discretionary$179.9M
Non-Disc.$0
Employees63
Clients0
DateJun 2024
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees45
Clients0
DateMar 2024
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees45
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees45
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees45
Clients0