Caz Investments Registered Adviser LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 11, 2026, reports $541M in regulatory assets under management, 83 employees, and 1 account.
Assets Under Management
$541M
Employees
83
Offices
--
Total Clients
<5
Primary office
HOUSTON, TX
1360 POST OAK BLVD, 22ND FLOOR, HOUSTON, TX, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$541Mas of March 11, 2026
Discretionary100.0%
$541M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$541M
Total Accounts1
10Y AUM Change+$541M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees83
Clients per Employee0:1
10Y Employee Change+38 (+84.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.