Michael John O'keefe
Investment adviser representative at Caz Investments L.P.
10 yearsExperience
1 stateRegistered in
$10.8BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Caz Investments L.P.Feb 2024 to now
- PlantswitchOct 2022 to Feb 2024
- Thomist CapitalMar 2022 to Oct 2022
- Caz Investments LPJan 2020 to Mar 2022
- UnemployedDec 2019 to Jan 2020
- Belvedere TradingJun 2019 to Aug 2019
- Argenta PartnersFeb 2018 to Aug 2018
- Trevale PartnersNov 2017 to Feb 2018
- Reliance BankMay 2017 to Aug 2017
- Guardian Growth FundOct 2016 to May 2017
- Southern Methodist UniversityAug 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Caz Investments L.P.
$10.8BAssets managed
103Clients
26Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7218392
- Firm CRD
- 113931