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Matthew James Lindholm

CAZ Investments LP

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About Matthew James Lindholm

Matthew James Lindholm is an investment advisor representative at Caz Investments LP. Matthew has been in the industry since June 2014 and has a Series 65 license. The advisor works with clients in the areas of portfolio management for individuals, businesses, and pooled investment vehicles. Caz Investments is an investment advisor registered with the state of Texas. The firm provides portfolio management for pooled investment vehicles, individuals, and businesses. The firm's office is located in Houston, Texas.

Firm Information

Matthew Lindholm 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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Matthew Lindholm’s Registration & Firm History

TX

04/16/2015 - Present

CAZ Investments LP (HOUSTON TX)

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Licenses & Designations

IA

Issued 10/13/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew James Lindholm.
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