CAZ Investments manages private investment funds and serves as a sub-advisor, specializing in alternative investments such as private equity, private credit, energy, sports franchises, and venture capital. Founded in 2001 and based in Houston, Texas, CAZ Investments designs private funds to complement traditional investor portfolios with unique asset classes and strategies. The firm primarily serves pooled investment funds and qualified investors, managing billions of dollars in assets on a discretionary basis.
Assets Under Management$11B
Clients103
Advisors27
Avg. per Client$110M
Avg. per Advisor$400M
Fee Structure
Investment management only (planning not offered)
CAZ Investments receives advisory fees from the private funds it manages. These fees are typically paid monthly in advance and generally range between 0% and 2% of the net asset value or committed capital of each private fund.
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Location
27 Advisors at this firm
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