CAZ Investments LP

CAZ Investments LP is a Texas Limited Partnership that operates with a team of 25 employees, with 15 serving in advisory roles. While it is unclear how many clients the firm serves, its SEC status has been approved since it was registered on September 27, 2001.

• CAZ INVESTMENTS MANAGEMENT LLC

  GENERAL PARTNER owns less than 5%

• CAZ INVESTMENTS TEAM LP

  LIMITED PARTNER owns more than 10% but less than 25%

• CHRISTOPHER ALAN ZOOK

  LIMITED PARTNER/CHAIRMAN/CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%

• HEATHER DELGADO

  CHIEF OPERATING OFFICER owns less than 5%

• ISAIAH LUKE MASSEY

  CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER owns less than 5%

• MATTHEW JAMES LINDHOLM

  OFFICER owns less than 5%

• MICHAEL ALAN MEAGHER

  LIMITED PARTNER owns less than 5%

• RALPH DENNETH MCBRIDE

  LIMITED PARTNER owns more than 5% but less than 10%

• CAZ EQUITY LLC

  GENERAL PARTNER

• CHRISTOPHER ALAN ZOOK

  OWNER owns 75% or more

• CHRISTOPHER ALAN ZOOK

  OWNER owns 75% or more

• DEUTSCHE BANK SECURITIES INC.
  United States
• WELLS FARGO PRIME SERVICES, LLC
  United States
• WELLS FARGO PRIME SERVICES, LLC
  United States

• OFS Energy Fund LLC
• Smith Graham & Co Investment Advisors LP**
• CR Group LP
• Horizon Advisors LLC
• Mountain Capital Management LLC
• Saracen Capital LP
• Trinity Legacy Partners LLC
• Lavaca Capital LLC
• Zarvona Energy LLC
• Sanders Morris Harris LLC

• Investment Shake-up: Evaluating Caz Investments LP Q3 2022 vs. Q4 2022 Holdings