PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Caz Investments L.P.

● SEC registered since 2001CRD 113931SEC# 801-60606Houston, TX
Export (members)
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
FundTypeGross assetsMin.
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
See all 107 funds — unlock the full record.
Join to unlock · $37/mo

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
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently 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

Address1360 Post Oak Blvd., Suite 2200, 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

Regulatory AUM

$10.83B▲ 25%
Mar '25 — $8.65BApr '25 — $8.65BMay '25 — $8.65BJun '25 — $8.65BJul '25 — $8.65BAug '25 — $8.65BSep '25 — $8.65BOct '25 — $8.65BNov '25 — $8.65BDec '25 — $8.65BJan '26 — $8.65BFeb '26 — $8.65BMar '26 — $10.83BApr '26 — $10.83BMay '26 — $10.83BJun '26 — $10.83B
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