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Christopher Alan Zook

CAZ Investments LP

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About Christopher Alan Zook

Christopher Zook is a registered investment advisor representative with Caz Investments Lp and Caz Investments Registered Adviser LLC. Christopher has been in the industry since 1991 and has experience in various financial areas. Christopher is currently registered with the state of Texas. Christopher Zook focuses on portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Christopher Zook is currently registered with CAZ Investments LP. CAZ Investments LP is an investment advisor based in Houston, Texas. The firm offers portfolio management services to individuals, businesses, and pooled investment vehicles, as well as selection of other advisors. They manage approximately $6.4 billion in assets for 8,044 clients. CAZ Investments LP does not participate in wrap fee programs.
CAZ Investments LP

ONE RIVERWAY

HOUSTON, TX 77056

$6.40B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher Zook’s Registration & Firm History

TX

08/16/2001 - Present

CAZ Investments LP (HOUSTON TX)

NY

07/29/1997 - 08/23/2001

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

06/06/1994 - 07/18/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

09/13/1991 - 06/09/1994

LEHMAN BROTHERS INC. (NEW YORK NY)

NJ

02/13/1991 - 09/17/1991

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 12/17/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/1991

Series 3 - National Commodity Futures Examination

BC

Issued 02/11/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Alan Zook.
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