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
Phone	713-403-8250
Address	1360 Post Oak Blvd Houston, TX 77056
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

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

CIK	Period
0001159363	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31

CIK

Period

0001159363

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
	Golub Capital BDC Inc	0.4
	Carlyle Secured Lending Inc	0.2
	Sixth Street Specialty Lending Inc	0.2
	Ares Capital Corp	0.2
	Bain Capital Specialty Finance Inc	0.1
	Icahn Enterprises LP	0.1
	Greenlight Capital RE Ltd	0.1
	Brady Corp	0.1
	Aldel Financial Inc	0.1
	Square Inc	0.1
	Bloomin' Brands Inc	0.1
	Spotify Technology Sa	0.0
	Dropbox Inc	0.0
	Snowflake Inc	0.0
	Palantir Technologies Inc	0.0






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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
View All

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
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
Serves	Institutional
Fund Types	Hedge Fund, Private Equity, Real Estate

Related People Network
53 people file Form D offerings alongside this firm's people.

Comparable Firms	State	AUM
Brandywine Managers LLC ✚	DE	13.97 B
Ullico Investment Advisors Inc ✚	MD	13.92 B
Global Endowment Management LP ✚	NC	12.88 B
First Trust Capital Management LP ✚	IL	12.28 B
PointState Capital LP ✚	NY	11.98 B
LaSalle Investment Management Inc ✚	IL	11.46 B
Black Diamond Capital Management I LLLP ✚	VI	10.71 B
TIFF Advisory Services LLC ✚	PA	8,615.7 M
Harbert Fund Advisors LLC ✚	AL	7,820.7 M
Highbridge Capital Management LLC ✚	NY	7,552.2 M

CAZ Investments LP

Assets, Funds, Holdings