CAZ INVESTMENTS L.P.

One Riverway
Suite 2000
Houston, Texas 77056
Tel: 713-403-8250

About CAZ INVESTMENTS L.P.

CAZ INVESTMENTS LP, formally registered with the SEC as CAZ INVESTMENTS LP. The firm was established in 09/27/2001. They have over 2 offices throughout the country.

CAZ INVESTMENTS L.P. is a Houston, Texas based Financial Planning firm with nearly $6,402,686,432 assets under management, offering retirement planning & investment advisory services to 8044 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113931
SEC#	801-60606
Assets Managed by Firm	$6,402,686,432
No. of Clients	8044
No. of Advisors	48

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	8044	$6,402,686,432
High net worth individuals	1	$2,636,756

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