# CAZENOVIA CREEK INVESTMENT MANAGEMENT, LLC

CAZENOVIA CREEK INVESTMENT MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 152536
- Type: SEC-registered investment adviser
- SEC file number: 801-71079
- Location: 5960 FAIRVIEW ROAD, SUITE 325, CHARLOTTE, NC, 28210
- Phone: 914.364.2659
- Latest filing: 2016-03-17
- Regulatory AUM: $152.8M
- Discretionary AUM: $152.8M
- Clients: 5
- Accounts: 2

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [LIBBY JASON BERNARD](https://search.stillhousedata.com/person/739702) | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, MANAGING MEMBER | — |
| [GREEN WILLIAM COLLINS](https://search.stillhousedata.com/person/791193) | CHIEF INVESTMENT OFFICER; MEMBER | — |
| [LYLE DAN](https://search.stillhousedata.com/person/797232) | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
| [LYLE DANIEL GREGORY](https://search.stillhousedata.com/person/797289) | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
| [COHANE WILLIAM JOHN](https://search.stillhousedata.com/person/803603) | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| [CHUNIAS STEPHEN](https://search.stillhousedata.com/person/830836) | CHIEF FINANCIAL OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CAZ CREEK TAX LIEN FUND, LLC | Private Equity Fund | — | 89 | $152.8M | $250K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152536/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152536/similar
- Related entities: https://search.stillhousedata.com/firm/152536/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152536

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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.