Charles Zeller is a CFA-designated registered investment advisor at Caz Investments L.P., based in Houston, TX, with 11 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 103 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAZ Investments receives advisory fees from the private funds it manages. These fees are typically paid monthly in advance and generally range between 0% and 2% of the net asset value or committed capital of each private fund.
Location
1360 Post Oak Blvd., Suite 2200, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles is the treasurer for the International Burn Foundation, safeguarding the foundation's assets and ensuring investments support a prize awarded every four years. This requires minimal time.
Employment History
Current Registrations
Caz Investments L.P.
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Dfa Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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