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Caz Investments L.P.

● SEC registered since 2001CRD 113931SEC# 801-60606Houston, TX
Export (members)
Ranks #720 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$8.65B
Fund GAV
$8.65B
Private funds
99
Employees
63
Accounts
10,613
Location
Houston, TX

Caz Investments L.P. assets under management

Caz Investments L.P. is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2001. It reports $8.7 billion in regulatory assets under management and employs 63 people. Caz Investments L.P. manages 99 private funds with combined gross assets of $8.7 billion, including Caz GP Ownership Class C Fund, L.P. By regulatory assets, it ranks 720 of 5,911 private fund managers.

Caz Investments L.P. private funds

99 funds · $8.65B GAV
FundTypeGross assetsMin.
Caz GP Ownership Class C Fund, L.P.Hedge$991.6M$1M
Caz GP Ownership Class e Fund, L.P.Hedge$960.1M$1M
Caz Private Equity Ownership Fund III, L.P.Private Equity$747.2M$1M
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Caz Investments L.P. owners & executives

10 reported
NameTitleOwnershipSince
Caz Investments 2021 LP ControlLimited PartnerOver 75%2021
Caz Investments Management LLC ControlGeneral PartnerUnder 5%2001
Christopher Alan Zook ControlChairman/Chief Investment OfficerUnder 5%2001
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Frequently asked questions

How much does Caz Investments L.P. manage?

Caz Investments L.P. reports $8.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Caz Investments L.P. manage?

Caz Investments L.P. manages 99 private funds with combined gross assets of $8.7 billion.

How many employees does Caz Investments L.P. have?

Caz Investments L.P. reports 63 employees.

Where is Caz Investments L.P. located?

Caz Investments L.P. is based in Houston, TX and has been SEC-registered since 2001.

Does Caz Investments L.P. disclose fund performance?

Caz Investments L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Riverway, Suite 2000, Houston, TX 77056
Phone713-403-8250
Fax713-403-8251
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1159363
Discloses disciplinary historyNo

Assets under management

Discretionary$8.65B
Non-discretionary$0
Total (RAUM)$8.65B

Service providers