CAZ
CAZ Investments is a Houston, Texas-based alternative investment firm founded in 2001 with the backing of some of Texas's most respected and successful entrepreneurial families. The firm was built on the principle of investing proprietary capital alongside its network of global investors in exclusive, thematic alternative investment opportunities across private equity, private credit, infrastructure, real assets, and specialty finance. Headquartered at One Riverway in Houston, CAZ has grown to manage approximately $9.6 billion in discretionary assets and serves a diverse ecosystem of individual investors, registered investment advisers, family offices, institutions, and endowments, providing access to curated private market opportunities that would otherwise be unavailable to most investors.
CAZ operates multiple investment platforms that cover a range of alternative strategies, including secured lending against existing private equity portfolios (NAV lending), minority ownership stakes in private equity and private credit firms (GP stakes), energy investments targeting the risk-reward opportunities in the global energy sector, and a newly launched CAZ GP Stakes Fund that provides investors with access to the growing GP stakes market through a registered closed-end structure. The firm's investment approach is deeply thematic, focusing on specific structural trends and dislocations in the alternative investment market where CAZ believes it has a competitive edge in sourcing, structuring, and executing transactions.
CAZ Investments has built a strong reputation in the alternative investment community for its distinctive approach to identifying exclusive, often off-market investment opportunities and sharing access to these opportunities with its global investor network. The firm emphasizes education, transparency, and alignment of interests, investing its own capital in every deal alongside client capital. CAZ has attracted recognition from leading advisers, family offices, and institutions including Hightower Advisors, reflecting its growing influence in the wealth management and institutional alternatives space. The firm's continued innovation — including the launch of professionally structured retail products for the GP stakes market — positions it as a forward-thinking platform in the evolving landscape of democratized alternative investing.