Investment adviser representative · Caz Investments L.p.
Clark D. Edlund
CRD 4958508 · Houston, TX
At a glance
Clark D. Edlund is an investment adviser representative with Caz Investments L.p. in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Clark’s SEC record dates to 2006, about 20 years ago.
Current advisory firm
- Caz Investments L.p.Since February 2016Houston, TX · $11B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Clark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.