Cooper
Carlyle
Caz Investments L.P
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About this Advisor
Cooper Carlyle is a financial advisor operating out of Houston, Texas with a total of 2 years of relevant experience. Carlyle is an employee of Caz Investments L.P. Over the course of their career, they have held roles at Student, Bayou City Adventures, Crane Worldwide Logistics, The University Of Austin Financial Education And Research Center and Caz Investments Lp. Carlyle has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Texas. Caz Investments L.P is a financial advisory company that has its headquarters in Houston, TX. It has $5 billion in total assets across its 6,897 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 6,897 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually depend on which service is offered. However, fees charged by Caz Investments L.P can include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Caz Investments L.P Brokerage Details
$5,015,915,036
33
6,897
$727,260
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Cooper Carlyle Work History
Cooper has been registered as a financial advisor for 2 years.*
Caz Investments Lp
Caz Investments Lp
The University Of Austin Financial Education And Research Center
Crane Worldwide Logistics
Student
Bayou City Adventures
Student
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cooper Carlyle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Caz Investments L.P
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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