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Caz Co-Investment Opportunities Fund, L.P. - Hpe Portfolio

Private Equity FundFund ID 805-1938017977Delaware, United States
Gross assets
$34.6M
Min. investment
$250K
Beneficial owners
27
Size rank
Top 61%
Audited
Yes
Structure
Standalone

About this fund

Caz Co-Investment Opportunities Fund, L.P. - Hpe Portfolio is a private equity fund managed by Caz Investments L.P.. The fund reports $34.6 million in gross assets, placing it among the top 61% of private funds by size. The stated minimum investment is $250,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-1938017977
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Caz GP Ownership Class e Fund, L.P.Hedge$1.58B
Caz GP Ownership Class C Fund, L.P.Hedge$1.03B
Caz Private Equity Ownership Fund III, L.P.Private Equity$739.3M
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Frequently asked questions

How large is Caz Co-Investment Opportunities Fund, L.P. - Hpe Portfolio?

Caz Co-Investment Opportunities Fund, L.P. - Hpe Portfolio reports $34.6 million in gross assets, among the top 61% of private funds by size.

What is the minimum investment for Caz Co-Investment Opportunities Fund, L.P. - Hpe Portfolio?

The stated minimum investment is $250,000.

Who manages Caz Co-Investment Opportunities Fund, L.P. - Hpe Portfolio?

Caz Co-Investment Opportunities Fund, L.P. - Hpe Portfolio is managed by Caz Investments L.P.

Does Caz Co-Investment Opportunities Fund, L.P. - Hpe Portfolio disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Administrator
Auditor

Reported gross assets

$34.6MNo change
Mar '25 — $34.6MApr '25 — $34.6MMay '25 — $34.6MJun '25 — $34.6MJul '25 — $34.6MAug '25 — $34.6MSep '25 — $34.6MOct '25 — $34.6MNov '25 — $34.6MDec '25 — $34.6MJan '26 — $34.6MFeb '26 — $34.6MMar '26 — $34.6MApr '26 — $34.6MMay '26 — $34.6MJun '26 — $34.6M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 61%
Larger than 39% of 67,041 private funds
Gross assets vs Private Equity FundsTop 59%
Larger than 41% of 31,066 private equity funds
Minimum investmentTop 56%
Higher than 44% of funds reporting a minimum

Investor base

Adviser & related persons72%
Funds of funds72%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.