Network origin in Cooper Carlyle first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
CAZ Investments /Private Equity/
 CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas.
43
| Subsidiary | Investment Managers | 43 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Cooper Carlyle via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Group, Inc.
 Morgan Group, Inc. RailroadsTransportation Morgan Group, Inc. specializes in upscale urban construction and property management. Its markets include Orlando, Jacksonville, Charlotte, Kansas City, Denver, Austin, Houston, San Diego, Fullerton, Orange County and Los Angeles. The company was founded in 1959 by William J. Morgan and is headquartered in Houston, TX. | Railroads | Corporate Officer/Principal | |
| ENBRIDGE INC. | Oil & Gas Pipelines | Corporate Officer/Principal | |
Carlson Capital LP
 Carlson Capital LP Investment ManagersFinance Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts. | Investment Managers | Corporate Officer/Principal | |
| INVESCO PLC (CAN) | Investment Managers | Consultant / Advisor | |
| JPMORGAN CHASE & CO. | Major Banks | Private Equity Investor Corporate Officer/Principal | |
CAZ Investments LP
 CAZ Investments LP Investment ManagersFinance CAZ Investments LP (CAZ) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Christopher A. Zook in 2001 and is owned by CAZ Investments 2021 LP. CAZ offers advisory services to a separately managed account and co-mingled, private, investment funds. | Investment Managers | Investment Committee Member Founder Investment Committee Member | |
| SPECTRA ENERGY CORP. | Oil & Gas Pipelines | Corporate Officer/Principal | |
Liccar Securities & Custodial Services LLC
 Liccar Securities & Custodial Services LLC Investment Banks/BrokersFinance Liccar Securities & Custodial Services LLC is a private company based in Chicago, IL. | Investment Banks/Brokers | Private Equity Investor | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Investor Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
| Wake Forest University | College/University | Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree | |
| College of Charleston | College/University | Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Texas Christian University | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Fund Services Group
 Fund Services Group Financial ConglomeratesFinance Fund Services Group LLC is a leading provider for outsourced CFO and investor services. The private company is based in Houston, TX and was founded by Isaiah Massey. The company's team combines the services of a CFO, controller, and accounts payable clerk to support the launch and growth of firms. The company offers a range of services tailored to align with the needs and challenges of their clients, freeing them from back-office distractions. Fund Services Group also focuses on improving the investor experience by providing personalized onboarding, communication, and creative solutions. | Financial Conglomerates | Founder Private Equity Investor Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal | |
| University of Texas at Austin Graduate School | College/University | Graduate Degree Undergraduate Degree | |
| Mays Business School | College/University | Undergraduate Degree Undergraduate Degree | |
Absolute Private Wealth Management LLC
 Absolute Private Wealth Management LLC Investment ManagersFinance Absolute Private Wealth Management LLC provides investment advice. The private company is based in Houston, TX. | Investment Managers | Private Equity Investor Private Equity Investor | |
CAZ eSports Fund LP - Artist SPV D Portfolio
 CAZ eSports Fund LP - Artist SPV D Portfolio Investment ManagersFinance CAZ eSports Fund LP - Artist SPV D Portfolio provides investment services. The company is headquartered in Houston, TX. | Investment Managers | Director/Board Member Director/Board Member | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
 U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Private Equity Investor | |
| Department of Defense Military Health System | Medical/Nursing Services | Corporate Officer/Principal | |
| University of Arizona | College/University | Masters Business Admin | |
Crestline Investors, Inc.
 Crestline Investors, Inc. Investment ManagersFinance Crestline Investors, Inc (Crestline Investors) is a private equity firm founded in 1997 by Douglas Bratton. The firm is headquartered in Fort Worth, Texas. | Investment Managers | Private Equity Investor | |
Abbey Capital Ltd.
 Abbey Capital Ltd. Investment ManagersFinance Abbey Capital Ltd. is the alternative investment fund management subsidiary of Cavendish Capital Ltd. in Ireland. Headquartered in Dublin, the firm was founded by Tony Gannon in 2000 and specializes in managing multi-manager portfolios in managed futures for pension funds, foundations, endowments, charities, broker-dealers, Registered Investment Advisors, multi-family offices and clients of major private banks in the US, Europe and Asia. | Investment Managers | Private Equity Investor | |
| London School of Economics & Political Science | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
AIG VALIC
 AIG VALIC Insurance Brokers/ServicesFinance AIG VALIC provides insurance services. The company provides group retirement, variable annuities, term life insurance and other retirement planning products to workers in education, healthcare and government agencies. It was founded in 1955 and is headquartered in Houston, TX | Insurance Brokers/Services | Corporate Officer/Principal | |
| Longwood University | College/University | Undergraduate Degree | |
Baird & Co. Ltd.
 Baird & Co. Ltd. Wholesale DistributorsDistribution Services Baird & Co. Ltd. sells precious metal products, Gold, Silver, and Platinum bullion coins, GoldSavers, and investment bars. The company was founded by Antony Stephen Baird in 1967 and is headquartered in London, the United Kingdom. | Wholesale Distributors | Corporate Officer/Principal | |
| The University of North Carolina at Greensboro | College/University | Undergraduate Degree | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Director/Board Member |
Statistics
International
| United States | 37 |
| United Kingdom | 3 |
| Canada | 2 |
| Ireland | 2 |
Sectoral
| Finance | 19 |
| Consumer Services | 17 |
| Industrial Services | 3 |
| Transportation | 2 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 58 |
| Private Equity Investor | 57 |
| Undergraduate Degree | 36 |
| Director/Board Member | 20 |
| Consultant / Advisor | 11 |
Most connected contacts
| Insiders | |
|---|---|
| Christopher Zook | 19 |
| Isaiah Massey | 11 |
| Mark P. Wehrman | 10 |
| Nicole Engel | 10 |
| Jay Winfield van Ert | 8 |
| Gerry Iorio | 8 |
| Heather Ayres | 7 |
| Clark Edlund | 7 |
| Yael Costilla | 6 |
| Nathan Roberts | 6 |
| Scott Honig | 6 |
| Jarrett Bell | 6 |
| Sam Levens | 6 |
| Matt Lindholm | 6 |
| Mark Wade | 5 |
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