CAZ INVESTMENTS L.P. of HOUSTON, TX is an SEC-registered investment adviser (CRD 113931). Regulatory assets under management: $10.8B.
Compensation: % of AUM, Performance.
Clients served: Charities, Investment cos.
| 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 | — |