CAZ Investments

EST. AUM
$10,830,341,793

CONTACTS
13

CLIENT ACCOUNTS
13,562

Firm Details

Metro area Houston
CRD Number 113931
Website cazinvestments.com
Client types

Overview

The firm invests its own capital. It always invests its personal capital alongside its co-investors. It has nearly $300 million of its capital committed to its investment vehicles and is typically the largest investor in each of them. The firm provides access to innovative investing. Because of the scale of the investments it makes, it has access to opportunities generally unavailable to families with less than $250-$500 million of investable assets. The firm aligns its interests with its co-investors. The majority of its compensation is performance-based. In most cases, if its co-investors don't make money, the firm doesn't get paid. This ultimate alignment of interests is why the firm focuses on finding the absolute best risk/reward opportunities available.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

CAZ Investments

Platform Details

Investment Preferences

Alternative Activity

Address

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