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CAZ INVESTMENTS L.P.

HOUSTON, TX · CRD 113931 · IAPD ↗ · cazinvestments.com · 713-403-8250

$10.83BRegulatory AUM
68Advisory reps
83Employees
0Clients
n/aPlanning clients
107Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — CAZ INVESTMENTS L.P. reported RAUM up 25% ($8.65B -> $10.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — CAZ INVESTMENTS L.P. grew from 56 to 68 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
52
April 2025 — CAZ INVESTMENTS L.P. reported RAUM up 35% ($6.40B -> $8.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — CAZ INVESTMENTS L.P. grew from 46 to 56 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — CAZ INVESTMENTS L.P. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — CAZ INVESTMENTS L.P. reported RAUM up 28% ($5.02B -> $6.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — CAZ INVESTMENTS L.P. grew from 28 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.