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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, ISAIAH, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| BROWN, ISAIAH, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| LONG, JUSTIN, TYLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LONG, JUSTIN, TYLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| LONG, JUSTIN, TYLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASSEY, ISAIAH, LUKE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MASSEY, ISAIAH, LUKE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MASSEY, ISAIAH, LUKE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MASSEY, ISAIAH, LUKE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MASSEY, ISAIAH, LUKE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ZOOK, CHRISTOPHER, ALAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER | NA | Control |
| ZOOK, CHRISTOPHER, ALAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER | NA | Control |
| ZOOK, CHRISTOPHER, ALAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER | NA | Control |
| ZOOK, CHRISTOPHER, ALAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER | NA | Control |
| ZOOK, CHRISTOPHER, ALAN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER | NA | Control |
| CAZ INVESTMENTS L.P. | DE | MEMBER | E | Control |
| CAZ INVESTMENTS L.P. | DE | MEMBER | E | Control |
| CAZ INVESTMENTS L.P. | DE | MEMBER | E | Control |
| CAZ INVESTMENTS L.P. | DE | MEMBER | E | Control |
| CAZ INVESTMENTS L.P. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CAZ INVESTMENTS 2021 GP LLC | DE | CAZ INVESTMENTS 2021 LP | F | Control |
| CAZ INVESTMENTS 2021 GP LLC | DE | CAZ INVESTMENTS 2021 LP | F | Control |
| CAZ INVESTMENTS 2021 GP LLC | DE | CAZ INVESTMENTS 2021 LP | F | Control |
| CAZ INVESTMENTS 2021 GP LLC | DE | CAZ INVESTMENTS 2021 LP | F | Control |
| CAZ INVESTMENTS MANAGEMENT LLC | DE | CAZ INVESTMENTS L.P. | F | Control |
| CAZ INVESTMENTS MANAGEMENT LLC | DE | CAZ INVESTMENTS L.P. | F | Control |
| CAZ INVESTMENTS MANAGEMENT LLC | DE | CAZ INVESTMENTS L.P. | F | Control |
| CAZ INVESTMENTS MANAGEMENT LLC | DE | CAZ INVESTMENTS L.P. | F | Control |
| CAZ INVESTMENTS 2021 LP | DE | CAZ INVESTMENTS L.P. | E | Control |
| CAZ INVESTMENTS 2021 LP | DE | CAZ INVESTMENTS MANAGEMENT LLC | E | Control |
| CAZ INVESTMENTS 2021 LP | DE | CAZ INVESTMENTS L.P. | E | Control |
| CAZ INVESTMENTS 2021 LP | DE | CAZ INVESTMENTS MANAGEMENT LLC | E | Control |
| CAZ INVESTMENTS 2021 LP | DE | CAZ INVESTMENTS L.P. | E | Control |
| CAZ INVESTMENTS 2021 LP | DE | CAZ INVESTMENTS MANAGEMENT LLC | E | Control |
| CAZ INVESTMENTS 2021 LP | DE | CAZ INVESTMENTS L.P. | E | Control |
| CAZ INVESTMENTS 2021 LP | DE | CAZ INVESTMENTS MANAGEMENT LLC | E | Control |
| ZOOK, CHRISTOPHER, ALAN | I | CAZ INVESTMENTS 2021 GP LLC | E | Control |
| ZOOK, CHRISTOPHER, ALAN | I | CAZ INVESTMENTS 2021 GP LLC | E | Control |
| ZOOK, CHRISTOPHER, ALAN | I | CAZ INVESTMENTS 2021 GP LLC | E | Control |
| ZOOK, CHRISTOPHER, ALAN | I | CAZ INVESTMENTS 2021 GP LLC | E | Control |
| ZOOK, CHRISTOPHER, ALAN | I | YAHWEH HOLDINGS LTD | D | Control |
| ZOOK, CHRISTOPHER, ALAN | I | YAHWEH HOLDINGS LTD | D | Control |
| ZOOK, CHRISTOPHER, ALAN | I | YAHWEH HOLDINGS LTD | D | Control |
| ZOOK, CHRISTOPHER, ALAN | I | YAHWEH HOLDINGS LTD | D | Control |
| ZOOK, LISA, LABRANT | I | YAHWEH HOLDINGS LTD | D | Control |
| ZOOK, LISA, LABRANT | I | YAHWEH HOLDINGS LTD | D | Control |
| ZOOK, LISA, LABRANT | I | YAHWEH HOLDINGS LTD | D | Control |
| ZOOK, LISA, LABRANT | I | YAHWEH HOLDINGS LTD | D | Control |
| YAHWEH HOLDINGS LTD | DE | CAZ INVESTMENTS 2021 LP | C | Control |
| YAHWEH HOLDINGS LTD | DE | CAZ INVESTMENTS 2021 LP | C | Control |
| YAHWEH HOLDINGS LTD | DE | CAZ INVESTMENTS 2021 LP | C | Control |
| YAHWEH HOLDINGS LTD | DE | CAZ INVESTMENTS 2021 LP | C | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (1)
TX
Address
ONE RIVERWAYSUITE 2000
HOUSTON, TX 77056
United States
Phone: 713-403-8250