Caz Investments L.P.
● SEC registered since 2001CRD 113931SEC# 801-60606Houston, TX
Ranks #819 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$10.83B
Fund GAV
$10.89B
Private funds
107
Employees
83
Accounts
13,562
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 $10.8 billion in regulatory assets under management and employs 83 people. Caz Investments L.P. manages 107 private funds with combined gross assets of $10.9 billion, including Caz GP Ownership Class e Fund, L.P. By regulatory assets, it ranks 819 of 6,004 private fund managers.
Caz Investments L.P. private funds
107 funds · $10.89B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Caz GP Ownership Class e Fund, L.P. | Hedge | $1.58B | $1M |
| Caz GP Ownership Class C Fund, L.P. | Hedge | $1.03B | $1M |
| Caz Private Equity Ownership Fund III, L.P. | Private Equity | $739.3M | $1M |
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Join to unlock · $37/moCaz Investments L.P. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caz Investments 2021 LP Control | Limited Partner | Over 75% | 2021 |
| Caz Investments Management LLC Control | General Partner | Under 5% | 2001 |
| Christopher Alan Zook Control | Chairman/Chief Investment Officer | Under 5% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Caz Investments L.P. manage?
Caz Investments L.P. reports $10.8 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 107 private funds with combined gross assets of $10.9 billion.
How many employees does Caz Investments L.P. have?
Caz Investments L.P. reports 83 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
| Address | 1360 Post Oak Blvd., Suite 2200, Houston, TX 77056 |
| Phone | 713-403-8250 |
| Fax | 713-403-8251 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1159363 |
| Discloses disciplinary history | No |
Regulatory AUM
$10.83B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
AUM vs fund managersTop 14%
Larger than 86% of 6,004 private-fund managers
Number of fundsTop 1%
More funds than 99% of fund managers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$10.83Bregulatory AUM
Discretionary $10.83B
Fund type mix
Private Equity69
Hedge36
Real Estate2
Service providers
Auditor
Prime broker
Custodian
Administrator