CAZ Investments manages private investment funds for qualified investors. These funds are designed to complement longer-term investment strategies and focus on specific investment objectives. CAZ identifies major economic and investment themes, researches specific investments, and structures limited partnerships to provide access to these opportunities.
Assets Under Management$8.7B
Clients94
Advisors26
Avg. per Client$92M
Avg. per Advisor$330M
Fee Structure
Investment management only (planning not offered)
CAZ Investments manages private investment funds and receives advisory fees. These fees typically range between 0% and 2% of the fund's net asset value or committed capital, paid monthly in advance. CAZ may also receive consulting fees from third parties for projects, investment due diligence, and special investment analysis services.
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Location
26 Advisors at this firm
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