CAZENOVIA CREEK INVESTMENT MANAGEMENT, LLC

CAZENOVIA CREEK INVESTMENT MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 152536). Regulatory assets under management: $152.8M.

Registration

CRD: 152536
SEC file number: 801-71079
Type: Registered investment adviser
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	CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, MANAGING MEMBER	—
GREEN WILLIAM COLLINS	CHIEF INVESTMENT OFFICER; MEMBER	—
LYLE DAN	CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	—
LYLE DANIEL GREGORY	CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	—
COHANE WILLIAM JOHN	CHIEF COMPLIANCE OFFICER; MEMBER	—
CHUNIAS STEPHEN	CHIEF FINANCIAL OFFICER	—

Private funds (1)

Fund	Type	Formed	Owners	Gross asset value	Min investment
CAZ CREEK TAX LIEN FUND, LLC	Private Equity Fund	—	89	$152.8M	$250K

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