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Patricia Ann Burns

CAZ Investments LP

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About Patricia Ann Burns

Patricia Ann Burns is an investment advisor representative at Caz Investments LP, located in Houston, TX. Burns is registered with the state of Texas and has been in the industry since 1993. Prior to Caz Investments LP, Burns was employed at Goldman, Sachs & Co. in New York, NY, Mesirow Financial, Inc. in Chicago, IL, and William Blair & Company in Chicago, IL. Burns specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Patricia Burns 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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Patricia Burns’s Registration & Firm History

TX

07/13/2020 - Present

CAZ Investments LP (HOUSTON TX)

NY

02/01/2000 - 06/18/2001

GOLDMAN, SACHS & CO. (NEW YORK NY)

IL

12/15/1993 - 06/01/1995

MESIROW FINANCIAL, INC. (CHICAGO IL)

NA

10/01/1993 - 01/01/1994

MESIROW INVESTMENT SERVICES, INC.

IL

06/28/1993 - 10/12/1993

WILLIAM BLAIR & COMPANY (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/10/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patricia Ann Burns.
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