Chief Compliance Officer/chief Financial Officer · CAZ Investments L.P.
Isaiah L. Massey
CRD 6460251 · Named on Form ADV at 3 SEC-registered advisers
At a glance
CAZ Investments L.P., an SEC-registered private fund adviser based in Houston, TX with $10.8 billion in regulatory assets, lists Isaiah L. Massey on its Form ADV as Chief Compliance Officer/chief Financial Officer, a control person. The SEC filings also name Isaiah at 2 other registered advisers.
Firms and roles
- CAZ Investments L.P.Chief Compliance Officer/chief Financial OfficerPrivate fund adviser · Houston, TX · $11B in regulatory assets
- CAZ Investments Registered Adviser LLCChief Financial OfficerAsset manager · Houston, TX · $541M in regulatory assets
- CAZ GP Stakes Adviser LLCChief Financial OfficerAsset manager · Houston, TX · $99M in regulatory assets
AtlasMembers
Isaiah’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Christopher A. ZookChairman/chief Investment Officer, CAZ Investments L.P.
- Justin T. LongChief Compliance Officer, CAZ Investments Registered Adviser LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Isaiah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.