CAZ INVESTMENTS L.P.

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Company Profile

As of Date:

06/03/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Related adviser

Number of Employees:

93 181.82%

of those in investment advisory functions:

80 185.71%

AUM:

6,455,711,412 28.70%

of that, discretionary:

6,455,711,412 28.70%

Private Fund GAV:

6,722,404,408 34.89%

Avg Account Size:

802,450 10.34%

% High Net Worth:

1.18% -7.06%

SMA’s:

YES

Private Funds:

85 4

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
5B 4B 4B 3B 2B 1B 717M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 3rd Quarter Trades of CAZ INVESTMENTS LP
11/16/2022

Related Stocks: EEM, OPEN, FXI, COOK, HIPO,

gurufocus.com

Caz Investments Lp Buys Alibaba Group Holding, DouYu International Holdings, Sells Opendoor ...
11/13/2021

Related Stocks: BABA, DOYU, KRP,

gurufocus.com

Caz Investments Lp Buys American Tower Corp, Altimar Acquisition Corp, Sells Lyft Inc, Janus ...
05/14/2021

Related Stocks: ATAC.U, AMT, BX, GOOG, PTON, CHEF,

gurufocus.com

CAZ Investments’ 24 Stock Portfolio: Top 10 Holdings Analyzed
04/06/2021

Updated on April 6th, 2021 by Nikolaos Sismanis CAZ Investments is an investment management company located in Houston, Texas that focuses on giving high net worth individuals access to

sharewise.com

James Hodges
02/27/2021

Financial advisors might manage pooled investment funds, a type of investment vehicle in which money from numerous individuals is combined into one account. Pooled investments, such as hedge funds ...

money.usnews.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 22 $3,715,548,058
Private Equity Fund 61 $2,992,178,154
Real Estate Fund 2 $14,678,196

Private Funds



Employees




Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
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