# CAZ INVESTMENTS L.P.

CAZ INVESTMENTS L.P. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 113931
- Type: SEC-registered investment adviser
- SEC file number: 801-60606
- Location: 1360 POST OAK BLVD., SUITE 2200, HOUSTON, TX, 77056
- Phone: 713-403-8250
- Latest filing: 2026-03-31
- Regulatory AUM: $10.8B
- Discretionary AUM: $10.8B
- Clients: 83
- Accounts: 13,562

## Business model

- Compensation: % of AUM, Performance
- Clients served: Charities, Investment cos

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Alan Zook | CHAIRMAN/CHIEF INVESTMENT OFFICER; OWNER | Houston, TX |
| Lisa Labrant Zook | OWNER | — |
| Isaiah Luke Massey | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| ZOOK CHRISTOPHER ALAN | CHAIRMAN/CHIEF INVESTMENT OFFICER; LIMITED PARTNER/CHAIRMAN/CHIEF INVESTMENT OFFICER; OWNER | — |
| HODGES JAMES CASEY | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER | — |
| MESSERSMITH GARY ARTHUR | PRESIDENT | — |
| MORTENSON STEPHEN NELS | EXECUTIVE VICE PRESIDENT | — |
| MEAGHER MICHAEL ALAN | EXECUTIVE VICE PRESIDENT; LIMITED PARTNER; LIMITED PARTNER/EXECUTIVE VICE PRESIDENT | — |
| MCCRORY AIMEE BESS | EXECUTIVE VICE PRESIDENT; EXECUTIVE VP | — |
| HAYDEN KATHRYN ELLA | DIRECTOR OF MARKETING | — |
| VANERT JAY WINFIELD | MANAGING DIRECTOR; MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| MCBRIDE RALPH DENNETH | LIMITED PARTNER; PASSIVE INVESTOR | — |
| LINDHOLM MATTHEW JAMES | LIMITED PARTNER; OFFICER | — |
| EDLUND CLARK D | OFFICER | — |
| JAWORSKI KEITH ALLEN | DIRECTOR OF RESEARCH | — |
| MASSEY ISAIAH LUKE | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; LIMITED PARTNER | — |
| CEASAR JOSEPH JEROME | CHIEF OPERATIONS OFFICER | — |
| SHARPE MARC JONATHAN | MANAGING DIRECTOR | — |
| DELGADO HEATHER | CHIEF OPERATING OFFICER; LIMITED PARTNER | — |
| VAN KEPPEL EMILY E | LIMITED PARTNER | — |
| WADE MARK CHARLES | OFFICER | — |
| ZOOK LISA | OWNER | — |
| ZOOK LISA LABRANT | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113931/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113931/similar
- Related entities: https://search.stillhousedata.com/firm/113931/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113931

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.