CAZ INVESTMENTS L.P.

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Company Profile

As of Date 06/03/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 93 181.82%
of those in investment advisory functions 80 185.71%
AUM* 6,455,711,412 28.70%
of that, discretionary 6,455,711,412 28.70%
Private Fund GAV* 6,722,404,408 34.89%
Avg Account Size 802,450 10.34%
High Net Worth 1.18% -7.06%
SMA’s Yes
Private Funds 85 4
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
5B 4B 4B 3B 2B 1B 717M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count22 GAV$3,715,548,058
Fund TypePrivate Equity Fund Count61 GAV$2,992,178,154
Fund TypeReal Estate Fund Count2 GAV$14,678,196

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