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Harvey Patrick Steele

CAZ Investments LP

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About Harvey Patrick Steele

Harvey Steele is an investment advisor representative at Caz Investments Lp. Harvey has over 18 years of experience in the financial industry and holds Series 7, Series 24, and Series 66 licenses. Harvey has previously worked at Foreside Fund Services, LLC in Dallas, TX, NYLIFE DISTRIBUTORS LLC in Lauderdale by the Sea, FL, Cohen & Steers Securities, LLC in New York, NY and Lord Abbett Distributor LLC in Jersey City, NJ. Caz Investments Lp is a Registered Investment Advisor with approximately $6,402,686,432 in assets under management. The firm provides a variety of investment advisory services, including portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Harvey Steele 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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Harvey Steele’s Registration & Firm History

TX

07/13/2024 - Present

CAZ Investments LP (HOUSTON TX)

TX

12/19/2018 - 06/18/2024

FORESIDE FUND SERVICES, LLC (DALLAS TX)

FL

04/27/2007 - 06/15/2018

NYLIFE DISTRIBUTORS LLC (LAUDERDALE BY THE SEA FL)

NY

08/21/2006 - 04/30/2007

COHEN & STEERS SECURITIES, LLC (NEW YORK NY)

NJ

06/29/2005 - 08/11/2006

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 07/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/14/2011

Series 24 - General Securities Principal Examination

BC

Issued 06/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harvey Patrick Steele.
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