CAZ INVESTMENTS L.P.

{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

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 -0.60%
Avg Account Size 802,450 10.34%
High Net Worth 1.18% -7.06%
SMA’s Yes
Private Funds 129 48
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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count24 GAV$3,715,548,058
Fund TypePrivate Equity Fund Count102 GAV$2,992,178,154
Fund TypeReal Estate Fund Count2 GAV$14,678,196
Fund TypeOther Private Fund Count1 GAV$

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM