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Independent Intelligence on the Private Wealth Industry
Saturday, October 3, 2026The Morning Brief →Sign in
asset manager

CAZ Investments

HOUSTON, TX
CRD: 113931
In PWD coverage since August 14, 2026 · 3 stories
$10.8BRegulatory AUMSEC Form ADV · Sep 26
83EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Aug 16 – Sep 26
Deal recordFull tracker →
Aug 31, 26Fund launchCAZ Founders Class - GPG Fund Investment, L.P. · $175
Aug 11, 26Deal announcedSoFi Invest — coverage
PWD coverage
portfolio

The alternatives shelf splits into $2.8B pooled funds and $18,000 SPVs

The September 15 Form D batch holds both ends of the private market, and the diligence that matters now sits on the wrapper, not the manager.
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