CAZ Investments

investment firm

About

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas.

Details

Founded date
Jan 1, 2001
Operating Status
Active
Investor Type
PE

AZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since their inception, they have focused their efforts on finding excellent opportunities to invest their personal money and then providing the ability for their clients to co-invest with us. They exist to provide Access to Innovative Investments.

Over the years they have evolved their business model to be quite different than the vast majority of other investment management companies in a couple of ways.

First, they always invest their personal capital alongside their clients. They have more than $100mm of their personal capital committed to their investment vehicles. They provide access to their clients to co-invest with us in these vehicles that they believe will provide the best opportunities for their family’s money.

Second, because of the scale of the investments that they make, they have access to opportunities that would otherwise not be available to families with less than $250mm - $500mm of investable assets. Quite simply, there are many investments that they can provide for their clients that they could never access on their own.

Funds Raised

Announced Date Fund Name Money Raised
Apr 1, 2019 CAZ INVESTMENTS LP $5.72M
Jan 1, 2014 CAZ Energy Infrastructure Fund, L.P. -
Jul 12, 2013 CAZ Medical Royalty Fund, L.P. $30M

Investments

Number of Investments
Number of Lead Investments
3
0
CAZ Investments has made 3 investments. Their most recent investment was on Mar 10, 2022, when Roofstock raised $240M.
Date Company Name
Round Money Raised Industry Lead Investor
Mar 10, 2022 Roofstock
Series E $240M FinTech
Aug 19, 2020 ICON
Series A $35M 3D Printing
Oct 17, 2018 ICON
Seed $9M 3D Printing

Employee Profiles

Number of Employee Profiles
1
CAZ Investments has 1 current employee profiles, including Executive Christopher Zook
Executive