CAZ Investments LP

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CAZ Investments LP
CRD #113931
SEC #801-60606
CIK #
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] [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
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 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 Sce LP Director 2 2
Caz Investments Equity BB LP Director 2 2
Caz Investments Equity Dpi LP Director 7 1
Caz Investments Equity Pea2 LP Director 5 1
Caz Investments Equity LP Director, Promoter 5 1
Caz Investments Equity Rmf LP Director 4 1
Caz Investments Equity Rmf Director 3 1
Caz Investments Equity Icon LP Director 3 1
Caz Investments Equity Do LP Director 2 1
Caz Investments Equity II LP Promoter 2 1
Caz Investments Equity PEO2 LP Director 2 1
Caz Investments Equity PEO3 LP Director 2 1
Caz Investments Equity PEOD5 LP Director 2 1
Caz Investments Equity Hso LP Executive Officer 2 1
Caz Investments Equity PSO3 LP Director 2 1
Caz Investments Equity Peo LP Executive Officer 2 1
Caz Investments Equity PEOB2 LP Director 2 1
Caz Investments Equity Lip LP Director 2 1
Caz Investments Equity Es LP Director 2 1
Caz Investments Equity Ee LP Director 2 1
Caz Investments Equity EI3 LP Executive Officer 2 1
Caz Investments Equity Pso LP Director 2 1
Caz Investments Equity Sof LP Director 2 1
Caz Investments Equity Eso LP Director 1 1
Chr Zook Director 1 1
Caz Investments Equity Cco LP Director 1 1
Caz Investments Equity EI4 LP Director 1 1
Caz Investments Equity MRF2 LP Executive Officer 1 1
Caz Investments Equity Pe LP Director 1 1
Caz Investments Eo LP Executive Officer 1 1
Caz Investments Equity Management Cio LLC Director 1 1
Caz Investments Equity Ddf LP Director 1 1
Caz Investments Equity AI LP Executive Officer 1 1
Caz Investments Equity Cpf LP Director, Executive Officer 1 1
Caz Investments Equity Ea LP Director 1 1
Caz Investments Equity Lip Director 1 1
Caz Investments Equity Pes LP Director 1 1
Caz Investments Equity Daf LP Director 1 1
Caz Investments Equity PEOD6 LP Director 1 1
Caz Investments Equity Vff LP Director 1 1
Caz Investments Equity Management PEOD5 LLC Director 1 1
Caz Investments Equity FR LP Promoter 1 1
Caz Investments Equity Pif LP Director 1 1
Caz Investments Equity Mwp Director 1 1
Caz Investments Equity MRF3 LP Director 1 1
Caz Investments Equity So LP Director 1 1
Caz Investments Equity Eqi LP Director 1 1
Caz Investments Equity Dtf LP Director 1 1
Caz Investments Equity Cio Director 1 1
Caz Investments Equity HCI2 LP Executive Officer 1 1
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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