CAZ Investments LP

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CAZ Investments LP
✚
CRD #113931
SEC #801-60606
CIK #0001159363
AUM 10.83 B (2026-03-31)
Employees 83 (82% Investors, 0% Brokers)
Fees
Minimum
Phone713-403-8250
Address1360 Post Oak Blvd
Houston, TX 77056
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
151296301999200820172027
In the News
Tue, 09 Jun 2026 CAZ Investments Appoints Former Houston Texans President Greg Grissom as Executive Director of Sports Investing — PR Newswire
Tue, 09 Jun 2026 CAZ Investments recruits Greg Grissom as executive director of sports investing — pehub.com
Tue, 09 Jun 2026 Former Houston Texans president Greg Grissom joins CAZ Investments in new role — The Business Journals
Sat, 16 May 2026 CAZ Investments Makes Bold Move with 1.9M Share Buy in Blue Owl Tech Finance — The Motley Fool
Tue, 21 Apr 2026 Energy, defense and PE stocks offer upside, says CAZ Investments CIO — InvestmentNews
Sector Form 13F Holdings Value ($M)
Owl Rock Technology Finance Corp 38.2
Owl Rock Capital Corp 12.4
GRAB Holdings Ltd 6.7
Diamondback Energy Inc 6.2
Social Capital Hedosophia Holdings Corp II 4.1
Waterbridge Infrastructure LLC 3.0
ALTC Acquisition Corp 2.5
Spring Valley Acquisition Corp 2.2
United States Commodity Index Funds Trust 1.5
Altimar Acquisition Corp 0.7
View All
Holdings by Sector ($M)
3002401801206002015201920232027
Type Form D Funds Date Sold AUM
PE CAZ Co-Investment Opportunities Fund - LP - Armada Portfolio [2026-03-31] 0.0 M 10.6 M
Filed 2025-10-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ Diversified Private Investments Class BE Fund - TE LP [2026-03-31] 2.2 M 2.3 M
Filed 2025-02-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ Diversified Private Investments Class de Fund - TE LP [2026-03-31] 3.1 M 5.5 M
Filed 2025-02-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ GP Ownership Class BE Fund - TE LP [2026-03-31] 0.2 M 5.3 M
Filed 2025-01-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ GP Ownership Class de Fund - TE LP [2026-03-31] 2.5 M 7.1 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ GP Ownership Class FE Fund - TE LP [2026-03-31] 211.7 M 26.6 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Icon C Fund LP [2026-03-31] 2.5 M 15.0 M
Filed 2025-05-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Private Equity Ownership BCP2 TE Fund LP [2026-03-31] 9.8 M 12.1 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Professional Sports Fund Ownership Fund III LP [2026-03-31] 10.0 M 168.6 M
Filed 2025-01-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Professional Sports Fund Ownership Fund III TE LP [2026-03-31] 0.1 M 20.8 M
Filed 2025-03-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Professional Sports Fund Ownership Fund III-Touchdown LP [2026-03-31] 1.4 M 173.6 M
Filed 2025-02-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Professional Sports Fund Ownership Fund III-Touchdown TE LP [2026-03-31] 0.3 M 36.8 M
Filed 2025-02-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - RVS Portfolio [2025-03-27] 36.7 M 36.7 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - STP Portfolio [2025-03-27] 28.7 M 38.1 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - STP-RVS Portfolio [2025-03-27] 21.1 M 21.1 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF CAZ Diversified Alternatives Fund LP [2025-03-27] 1.6 M 3.1 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF CAZ Diversified Private Investments Class B Fund - TE LP [2025-03-27] 14.5 M 10.1 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Not Applicable
HF CAZ Diversified Private Investments Class C Fund LP [2025-03-27] 123.8 M 160.0 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ Diversified Private Investments Class D Fund - TE LP [2025-03-27] 28.7 M 35.8 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Not Applicable
HF CAZ Founders Class - Liquid Income Plus Fund LP [2025-03-27] 250.6 M 261.6 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ Founders Class - SOF Interest Fund LP [2025-03-27] 164.7 M 175.7 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF CAZ Liquid Income Plus Fund LP [2025-03-27] 118.3 M 139.2 M
Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ Liquid Income Plus Fund TE LP [2025-03-27] 33.1 M 35.2 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Private Equity Ownership D6 Fund LP [2025-03-27] 50.3 M 53.6 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE CAZ Professional Sports Ownership Fund - Overtime LP [2025-03-27] 0.9 M 135.0 M
Filed 2024-02-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Professional Sports Ownership Fund - Overtime TE LP [2025-03-27] 0.2 M 20.1 M
Filed 2024-04-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF CAZ Secondary Opportunities Fund LP [2025-03-27] 2.5 M 85.5 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ Strategic Opportunities Founders Class Fund LP [2025-03-27] 0.3 M 4.0 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF CAZ Barbell QP Fund LP [2024-03-27] 33.7 M 31.7 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Dislocation Opportunities Fund LP [2024-03-27] 65.0 M 86.2 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Dislocation Opportunities Fund - TE LP [2024-03-27] 20.0 M 24.3 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Diversified Private Investments Class A Fund LP [2024-03-27] 107.7 M 118.1 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ Energy Evolution Fund LP [2024-03-27] 68.1 M 120.1 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Energy Evolution Fund - TE LP [2024-03-27] 14.9 M 28.8 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Private Equity Ownership BCP2 Fund LP [2024-03-27] 164.9 M 212.6 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Valley Forge Fund LP [2024-03-27] 1.5 M 5.0 M
Filed 2023-01-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - ACP Portfolio [2023-03-29] 55.3 M 65.0 M
Filed 2022-01-31 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - Fundbox Portfolio [2023-03-29] 0.5 M 11.1 M
Filed 2022-04-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - IF Portfolio [2023-03-29] 0.1 M 11.1 M
Filed 2022-04-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - ORTF2 Portfolio [2023-03-29] 0.1 M 75.8 M
Filed 2022-06-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - RS Portfolio [2023-03-29] 0.0 M 10.8 M
Filed 2022-04-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF CAZ Co-Investment Opportunities Liquid Fund LP - DIDI II Portfolio [2023-03-29] 12.2 M 29.6 M
Filed 2023-07-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Credit Opportunity TE LP [2023-03-29] 4.6 M
Filed 2023-06-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ DFG Diversified Fund LP - Vintage I Portfolio [2023-03-29] 33.1 M 38.8 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ Diversified Private Investments Founders Class Fund LP [2023-03-29] 0.6 M 301.7 M
Filed 2022-07-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ GP Ownership Class A Fund LP [2023-03-29] 518.2 M 514.6 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ GP Ownership Class B Fund LP [2023-03-29] 211.7 M 234.5 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ GP Ownership Class C Fund LP [2023-03-29] 968.3 M 1,026.6 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ GP Ownership Class D Fund LP [2023-03-29] 235.4 M 258.1 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ GP Ownership Class E Fund LP [2023-03-29] 900.3 M 1,580.9 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF CAZ GP Ownership Class F Fund LP [2023-03-29] 275.3 M 484.2 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Merchant WP I Fund LP [2023-03-29] 38.0 M 50.9 M
Filed 2022-01-31 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Private Equity Ownership D5 Fund LP [2023-03-29] 2.3 M 111.2 M
Filed 2022-10-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Private Equity Ownership D5 Fund - TE LP [2023-03-29] 1.5 M 5.8 M
Filed 2022-11-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Professional Sports Ownership Fund I LP [2023-03-29] 83.1 M 297.9 M
Filed 2023-07-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Professional Sports Ownership Fund I - TE LP [2023-03-29] 5.3 M 32.3 M
Filed 2023-07-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - 100T Portfolio [2022-03-09] 8.5 M 8.5 M
Offered $8,519,000 · Filed 2022-01-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - CLS Portfolio [2022-03-09] 8.4 M
Offered $8,440,000 · Filed 2021-06-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - DIDI B Portfolio [2022-03-09] 24.4 M
Filed 2021-01-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - DIDI C Portfolio [2022-03-09] 13.8 M
Filed 2021-07-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - MCP Portfolio [2022-03-09] 82.7 M 129.6 M
Filed 2021-04-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $300,000 · Revenue Decline to Disclose
HF CAZ Co-Investment Opportunities Liquid Fund LP - Opendoor II Portfolio [2022-03-09] 15.9 M 5.3 M
Filed 2023-07-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE CAZ Disruptive Technologies Fund LP - KV Portfolio [2022-03-09] 24.4 M 131.2 M
Filed 2021-07-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Icon B Fund LP [2022-03-09] 4.8 M 5.0 M
Filed 2022-01-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Private Equity Ownership Fund III-F LP [2022-03-09] 0.3 M 4.5 M
Filed 2021-06-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $120,000 · Revenue Decline to Disclose
HF CAZ Risk Mitigation Fund LP - Pure Hedge Portfolio [2022-03-09] 34.5 M 11.4 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Risk Mitigation Fund LP - Risk Mitigation Plus Income Portfolio [2022-03-09] 16.5 M 10.1 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Risk Mitigation Fund LP - Risk Mitigation Portfolio [2022-03-09] 123.9 M 24.4 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Risk Mitigation Plus Income Fund TE LP [2022-03-09] 4.1 M
Filed 2023-08-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - ISQ Portfolio [2021-03-05] 66.0 M 66.0 M
Filed 2020-07-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - MSouth Portfolio [2021-03-05] 25.5 M 25.6 M
Filed 2020-07-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Enterprise Software Opportunities Fund LP [2021-03-05] 26.1 M 109.8 M
Filed 2020-04-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Icon Fund LP [2021-03-05] 3.2 M 8.0 M
Filed 2020-02-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Medical Royalty Fund III LP [2021-03-05] 47.9 M 16.8 M
Filed 2020-01-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Private Equity Ownership Fund III LP [2021-03-05] 83.4 M 739.3 M
Filed 2021-07-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $3,887,250 · Revenue Decline to Disclose
HF CAZ Private Income Fund LP [2021-03-05] 58.7 M
Filed 2023-05-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - Opendoor Portfolio [2020-01-31] 24.4 M
Filed 2019-02-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF CAZ Co-Investment Opportunities Liquid Fund LP - Lyft II Portfolio [2020-01-31] 16.6 M
Offered $16,563,888 · Filed 2019-10-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose
PE CAZ Esports Fund LP - Artist Esports Edge Portfolio [2020-01-31] 14.5 M 20.4 M
Filed 2019-07-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Esports Fund LP - Artist SPV D Portfolio [2020-01-31] 6.1 M 10.9 M
Offered $6,060,000 · Filed 2019-10-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
PE CAZ Private Equity Ownership Fund II NC LP [2020-01-31] 5.0 M 6.6 M
Filed 2019-01-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - PLT Portfolio [2019-01-24] 34.0 M 39.5 M
Filed 2018-06-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - PLT UB Portfolio [2019-01-24] 20.7 M 20.7 M
Filed 2018-06-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Energy Infrastructure Fund IV LP [2019-01-24] 21.9 M 19.8 M
Filed 2018-02-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Private Equity Access Fund II LP - Non-Conduit Series [2019-01-24] 15.0 M
Filed 2018-06-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Private Equity Access Fund II LP - Offshore Series [2019-01-24] 0.2 M 55.9 M
Filed 2018-08-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Private Equity Ownership Fund II LP [2019-01-24] 184.1 M 349.7 M
Filed 2019-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - DIDI Portfolio [2018-01-24] 44.0 M
Filed 2018-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $150,000 · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - HPE Portfolio [2018-01-24] 34.6 M 34.6 M
Offered $34,612,000 · Filed 2017-09-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000 · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - HPE UB Portfolio [2018-01-24] 5.4 M 5.4 M
Offered $5,388,000 · Filed 2017-09-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $180,000 · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - Lyft Portfolio [2018-01-24] 6.1 M
Filed 2017-11-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - VEP Portfolio [2018-01-24] 40.2 M 46.3 M
Filed 2017-08-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Co-Investment Opportunities Fund LP - VEP UB Portfolio [2018-01-24] 9.2 M 9.2 M
Filed 2017-08-04 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF CAZ Equity Alpha Fund LP [2018-01-24] 145.3 M
Filed 2022-05-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Partners Fund Liquid Income TE LP [2018-01-24] 939.8 M 268.3 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Private Energy Fund LP [2018-01-24] 30.0 M 19.7 M
Filed 2018-02-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Private Equity Access Fund II LP - Onshore Liquid QP [2018-01-24] 0.6 M
Filed 2018-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Private Equity Access Fund II LP - Onshore QP Series [2018-01-24] 15.6 M 151.0 M
Filed 2018-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE CAZ Private Equity Access Fund II LP - Onshore Series [2018-01-24] 0.5 M 47.1 M
Filed 2018-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Private Equity Secondaries Fund LP [2018-01-24] 15.8 M
Filed 2018-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE CAZ Strategic Credit Events Fund LP [2018-01-24] 31.9 M
Filed 2017-07-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF CAZ Energy Opportunity Fund LP [2017-02-10] 2.4 M
Filed 2016-03-10 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Healthcare Fund - Israel II LP [2017-02-10] 0.5 M 1.2 M
Filed 2016-02-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Partners Fund LP - Liquid Income QP Portfolio [2017-02-10] 4,817.2 M 716.8 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Private Equity Ownership Fund LP [2017-02-10] 109.1 M 129.0 M
Filed 2017-02-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Private Equity Ownership TE Fund LP [2017-02-10] 18.0 M 32.4 M
Filed 2016-09-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ AI Fund LP [2016-03-08] 13.2 M 0.2 M
Filed 2016-03-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Halcyon Offshore Strategic Opportunities Fund LP [2016-03-08] 9.2 M 0.7 M
Filed 2016-11-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Halcyon Strategic Opportunities Fund LP [2016-03-08] 61.3 M 4.6 M
Filed 2016-01-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Medical Royalty Fund II LP [2016-03-08] 21.9 M
Filed 2015-05-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Partners Fund LP - Illiquid Growth Portfolio II [2016-03-08] 6.1 M
Filed 2017-06-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Partners Fund LP - Liquid Alpha Portfolio [2015-04-27] 21.4 M
Filed 2019-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Partners Fund LP - Liquid Income Portfolio [2015-04-27] 688.4 M 26.8 M
Filed 2025-06-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Partners Fund LP - Metals Opportunity Portfolio [2015-04-27] 16.9 M
Filed 2022-05-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Partners Fund LP - Private Equity Access Portfolio [2015-04-27] 18.4 M 51.9 M
Filed 2015-06-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Energy Infrastructure Fund III-C LP [2015-03-10] 1.9 M 0.6 M
Filed 2015-05-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Energy Infrastructure Fund III LP [2015-03-10] 19.4 M 5.3 M
Filed 2015-05-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Distressed Secondary Fund LP [2014-04-01] 7.8 M
Filed 2016-01-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE CAZ Medical Royalty Fund LP [2013-08-16] 28.7 M
Filed 2013-07-16 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
RE CAZ Real Estate Recovery Fund II LP [2013-08-16] 8.7 M 12.7 M
Filed 2014-05-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Energy Infrastructure Fund II LP [2013-03-27] 3.0 M 0.9 M
Filed 2014-05-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF CAZ Covered COMBO Fund LP [2012-04-17] 93.5 M
Filed 2022-05-26 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Barbell Fund LP 2012-03-08 26.8 M
HF CAZ Barbell Offshore Fund Ltd 2012-03-08 8.9 M
HF CAZ Credit Opportunity LP [2012-03-08] 161.8 M
Filed 2023-05-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Energy Infrastructure Fund LP [2012-03-08] 4.5 M 0.1 M
Filed 2011-06-14 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Financial Recovery Fund LP [2012-03-08] 18.2 M
Filed 2016-03-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Healthcare Fund - Israel LP [2012-03-08] 5.5 M
Filed 2013-03-01 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Interest Rate Opportunity Fund LP [2012-03-08] 1.0 M
Filed 2016-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE CAZ Oil & Gas Production Fund LP [2012-03-08] 4.4 M 0.4 M
Filed 2012-06-14 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Partners Fund LP - Legacy Portfolio [2012-03-08] 16.9 M
Filed 2022-05-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE CAZ Real Estate Recovery Fund LP [2012-03-08] 6.3 M 2.0 M
Filed 2011-08-03 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF CAZ Thematic Opportunities Fund LP 2012-03-08
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 103 10.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 13,562 10.8
By Discretionary
Discretionary 13,562 10.8
Non-Discretionary 0 0.0
Total 13,562 10.8
By Non-United States Persons
Non-United States Persons 1.6
United States Persons 9.3
Total 13,562 10.8
Form D Directors Role # Filings # Firms 2011 - 2026
Christopher Zook Director, Executive Officer, Promoter 142 2
Isaiah Massey Director, Executive Officer 99 2
Caz Investments Equity Cio LP Director 29 2
Caz Investments Equity Gpo LP Director 9 2
Caz Investments Equity Cpf LP Director, Executive Officer 8 2
Caz Investments LP Promoter 7 2
Caz Investments Equity BB LP Director 2 2
Caz Investments Equity Sce LP Director 2 2
Caz Investments Equity Dpi LP Director 7 1
Caz Investments Equity Pea2 LP Director 5 1
View All
EDGAR Form CIK 2011 - 2026
13F-HR [0001159363]
D [0001159363]
SC 13G [0001159363]
Form 13D/13G Filer Form 13D/13G Subject Filed
CAZ Investments LP Ridgepost Capital Inc [2026-03-31]
CAZ Investments LP P10 Inc [2024-04-23]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional
Fund TypesHedge Fund, Private Equity, Real Estate
Related People Network
53 people file Form D offerings alongside this firm's people.
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