← Tributary

CAZ GP STAKES ADVISER LLC

HOUSTON, TX · CRD 338168 · IAPD ↗ · 713-403-8250

$99.0MRegulatory AUM
68Advisory reps
83Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
April 2026 — CAZ GP STAKES ADVISER LLC grew from 60 to 68 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
December 2025 — CAZ GP STAKES ADVISER LLC (HOUSTON, TX) is newly SEC-registered with $0 RAUM and 60 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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