CAZ INVESTMENTS L.P. of HOUSTON, TX is an SEC-registered investment adviser (CRD 113931). Regulatory assets under management: $10.8B.
Compensation: % of AUM, Performance.
Clients served: Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Christopher Alan Zook | CHAIRMAN/CHIEF INVESTMENT OFFICER; OWNER | Houston, TX |
| Lisa Labrant Zook | OWNER | — |
| Isaiah Luke Massey | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| ZOOK CHRISTOPHER ALAN | CHAIRMAN/CHIEF INVESTMENT OFFICER; LIMITED PARTNER/CHAIRMAN/CHIEF INVESTMENT OFFICER; OWNER | — |
| HODGES JAMES CASEY | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER | — |
| MESSERSMITH GARY ARTHUR | PRESIDENT | — |
| MORTENSON STEPHEN NELS | EXECUTIVE VICE PRESIDENT | — |
| MEAGHER MICHAEL ALAN | EXECUTIVE VICE PRESIDENT; LIMITED PARTNER; LIMITED PARTNER/EXECUTIVE VICE PRESIDENT | — |
| MCCRORY AIMEE BESS | EXECUTIVE VICE PRESIDENT; EXECUTIVE VP | — |
| HAYDEN KATHRYN ELLA | DIRECTOR OF MARKETING | — |
| VANERT JAY WINFIELD | MANAGING DIRECTOR; MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| MCBRIDE RALPH DENNETH | LIMITED PARTNER; PASSIVE INVESTOR | — |
| LINDHOLM MATTHEW JAMES | LIMITED PARTNER; OFFICER | — |
| EDLUND CLARK D | OFFICER | — |
| JAWORSKI KEITH ALLEN | DIRECTOR OF RESEARCH | — |
| MASSEY ISAIAH LUKE | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; LIMITED PARTNER | — |
| CEASAR JOSEPH JEROME | CHIEF OPERATIONS OFFICER | — |
| SHARPE MARC JONATHAN | MANAGING DIRECTOR | — |
| DELGADO HEATHER | CHIEF OPERATING OFFICER; LIMITED PARTNER | — |
| VAN KEPPEL EMILY E | LIMITED PARTNER | — |
| WADE MARK CHARLES | OFFICER | — |
| ZOOK LISA | OWNER | — |
| ZOOK LISA LABRANT | OWNER | — |
Hedge Fund: 36 · Private Equity Fund: 69 · Real Estate Fund: 2
Showing 15 of 107 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CAZ GP OWNERSHIP CLASS E FUND, L.P. | Hedge Fund | Delaware | 1,425 | $1.6B | $1.0M |
| CAZ GP OWNERSHIP CLASS C FUND, L.P. | Hedge Fund | Delaware | 1,094 | $1.0B | $1.0M |
| CAZ PRIVATE EQUITY OWNERSHIP FUND III, L.P. | Private Equity Fund | Delaware | 154 | $739.3M | $1.0M |
| CAZ PARTNERS FUND, L.P. - LIQUID INCOME (QP) PORTFOLIO | Hedge Fund | Delaware | 761 | $716.8M | $500K |
| CAZ GP OWNERSHIP CLASS A FUND, L.P. | Hedge Fund | Delaware | 730 | $514.6M | $1.0M |
| CAZ GP OWNERSHIP CLASS F FUND, L.P. | Hedge Fund | Cayman Islands | 762 | $484.2M | $1.0M |
| CAZ PRIVATE EQUITY OWNERSHIP FUND II, L.P. | Private Equity Fund | Delaware | 87 | $349.7M | $500K |
| CAZ DIVERSIFIED PRIVATE INVESTMENTS FOUNDERS CLASS FUND, L.P. | Hedge Fund | Delaware | 153 | $301.7M | $3.0M |
| CAZ PROFESSIONAL SPORTS OWNERSHIP FUND I, L.P. | Private Equity Fund | Delaware | 558 | $297.9M | $1.0M |
| CAZ PARTNERS FUND LIQUID INCOME (TE), L.P. | Hedge Fund | Cayman Islands | 240 | $268.3M | $100K |
| CAZ FOUNDERS CLASS - LIQUID INCOME PLUS FUND, L.P | Hedge Fund | Delaware | 108 | $261.6M | $1.0M |
| CAZ GP OWNERSHIP CLASS D FUND, L.P. | Hedge Fund | Cayman Islands | 417 | $258.1M | $1.0M |
| CAZ GP OWNERSHIP CLASS B FUND, L.P. | Hedge Fund | Cayman Islands | 493 | $234.5M | $1.0M |
| CAZ PRIVATE EQUITY OWNERSHIP BCP2 FUND, L.P. | Private Equity Fund | Delaware | 289 | $212.6M | $1.0M |
| CAZ FOUNDERS CLASS - SOF INTEREST FUND, L.P. | Hedge Fund | Delaware | 157 | $175.7M | $1.0M |