CAZ INVESTMENTS L.P.

Company Profile

As of Date 03/27/2025
ADV Location United States, TX
Websites
AUM* 8,833,826,597 37%
of that, discretionary 8,833,826,597 37%
Private Fund GAV* 8,595,806,963 0%
Avg Account Size 832,281 4%
High Net Worth < 0.01% -100%
SMA’s Yes
Private Funds 149 20

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Related adviser

Number of Employees 126 35%

of those in investment advisory functions 112 40%

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- 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

SEC Fund Type Count GAV
SEC Fund TypeHedge Fund Count37 GAV$5,164,019,441
SEC Fund TypePrivate Equity Fund Count109 GAV$3,418,054,602
SEC Fund TypeReal Estate Fund Count2 GAV$13,732,920
SEC Fund TypeOther Private Fund Count1 GAV$

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