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CAZ Investments

Finance and Investment ~20 employees
Founded
--
Employees (Est.)
~20
2 leaders known
Total Funding
$500.0M
Funding Rounds
1
Last Funding
2025-12-18

About CAZ Investments

The CAZ Strategic Opportunities Fund, managed by CAZ Investments, aims to provide investors with access to diversified alternative investments, particularly in private markets such as Private Equity and Private Credit. Founded in 2001, CAZ is one of the top 120 allocators to Private Equity worldwide, managing over $10.3 billion in assets. The fund seeks to eliminate traditional barriers to entry by offering low investment minimums and increased liquidity through quarterly repurchase offers, targeting long-term returns through growth-oriented private equity and yield-generating private credit investments.

Products & Services

CAZ Strategic Opportunities Fund:A closed-end interval fund providing access to a diversified portfolio of private market investments, including Private Equity and Private Credit, with a focus on low or non-correlated assets to reduce risk and enhance returns. Features low minimum investments ($2,500), quarterly liquidity, and simplified tax reporting via a 1099.

Specialties

Private Equity Private Credit Private Real Estate Healthcare Technology Professional Sports Ownership General Partner Stakes

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Funding Round
T: -
FT: N/A
A: 500000000
MR: -
FA: 500 million
FAN: 500000000
D: 2025-12-18
FD: 2025-12-18
-
Funding Round Latest
2025-12-18
$500.0M

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

R

Ray Dalio

H

Harry Markowitz

Nobel Laureate

Recent News

CAZ Investments Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Finance and Investment
Company Size
~20 employees (est.)

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