← Directory
CAZ INVESTMENTS L.P.
CRD 113931File 801-60606
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.83B
Top 10% of cohort (national)
Discretionary AUM
$10.83B
Clients
103
13,562 accounts
Employees
83
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 27, 2001
- Principal office
- 1360 POST OAK BLVD., SUITE 2200, HOUSTON, TX, 77056
- Phone
- 713-403-8250
- Website
- https://cazinvestments.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.83B
- Discretionary AUM
- $10.83B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13,562
- Non-discretionary accounts
- 0
- Total accounts
- 13,562
- AUM per client
- $105.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 103 | $10.83B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 63 | 83 | increased by20 |
| Apr 1, 2026 | Clients | 94 | 103 | increased by9 |
| Apr 1, 2026 | AUM | $8,653,972,299 | $10,830,341,793 | increased by$2,176,369,494 |
| Apr 1, 2026 | Accounts | 10,613 | 13,562 | increased by2,949 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 63 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 62 | 94 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,807,452,860 | $8,653,972,299 | increased by$5,846,519,439 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,047 | 10,613 | increased by4,566 |
| Apr 1, 2022 | Employees | 12 | 28 | increased by16 |
| Apr 1, 2022 | Clients | 55 | 62 | increased by7 |
| Apr 1, 2022 | AUM | $1,962,125,375 | $2,807,452,860 | increased by$845,327,485 |
| Apr 1, 2022 | Accounts | 4,959 | 6,047 | increased by1,088 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAZ INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAZ INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.