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Ricardo Perusquia

CAZ Investments LP

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About Ricardo Perusquia

Ricardo Perusquia is an Investment Advisor Representative associated with Caz Investments Lp. Ricardo has been a registered Investment Advisor Representative for over 6 years and has held a variety of roles in the financial industry, including positions at Credit Suisse Securities (USA) LLC and DFA Securities LLC. Ricardo specializes in portfolio management for individuals, businesses, and pooled investment vehicles. He has a strong understanding of investment strategies and is committed to providing his clients with personalized financial advice.

Firm Information

Ricardo Perusquia 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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Ricardo Perusquia’s Registration & Firm History

TX

06/18/2021 - Present

CAZ Investments LP (HOUSTON TX)

NY

08/02/2019 - 06/25/2021

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

TX

11/23/2015 - 06/05/2017

DFA SECURITIES LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 12/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ricardo Perusquia.
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