Ricky Perusquia
Private Equity Investor at CAZ Investments /Private Equity/
Profile
Ricky serves as Vice President – Investment Strategies.
He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments.
Ricky also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.
Ricky brings an array of experience across asset management, business development and corporate finance.
He began his career at Dimensional Fund Advisors in the Financial Advisor Services Group.
Most recently, he worked in the Retail and Consumer Investment Banking Group of Credit Suisse Securities in New York, where he focused on corporate finance and M&A advisory mandates for leading consumer and retail companies.
Ricky graduated from the University of Texas with a B.A.
in Economics and holds an MBA from the University of Virginia’s Darden School of Business.
He is a native Houstonian and enjoys spending time with his wife, playing golf and tennis.
Ricky Perusquia active positions
| Companies | Position | Start |
|---|---|---|
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. | Private Equity Investor | - |
Former positions of Ricky Perusquia
| Companies | Position | End |
|---|---|---|
| Credit Suisse /Private Banking Division North America/ | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Training of Ricky Perusquia
| The University of Texas at Austin | Undergraduate Degree |
| University of Virginia Darden School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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. | Finance |
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. | Finance |
| Credit Suisse /Private Banking Division North America/ | Finance |
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