CAZ Investments provides access to investment vehicles across private equity, private credit, secondaries, pro sports ownership, energy, and more.

CAZ Investments

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Vice President

Billy Van Buren

Senior Vice President - Investment Strategies

Gerald Iorio

Jim Thomson

Finance and Administration

Matthew Adams

Senior Vice President, Investment Strategies

Nathan Roberts

Sr. Vice President - Investment Strategies

Patricia Burns

Managing Director

Clark Edlund

Emily Keppel

Director of Marketing

Kathryn Hayden

Principal

Lorraine Heywood

Sam Levens

Deputy Chief Investment Officer

Christopher Zook

Founder, Chairman and Chief Investment Officer

Private Equity Firms with Investments in San Francisco Bay Area

Investors Active in United States (Top 10K)

Private Equity Stage Investors with Investments in West Coast

Investors Active in Colorado

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.

CAZ INVESTMENTS LP

CAZ Energy Infrastructure Fund, L.P.

CAZ Medical Royalty Fund, L.P.

Houston

Texas

United States

North America

CAZ Investments seals over $100m for new fund targeting PE, VC, credit and secondaries commitments

CAZ Investments Selects Palantir for its Artificial Intelligence Platform (AIP)

CAZ Investments Makes $350M Commitment to Bonaccord Capital Partners II

CAZ Investments Announces $1 Billion Commitment to Dyal Capital Partners V

India

Asia

United Kingdom

Europe

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