Key facts
- CAZ Investments is a asset manager based in Houston, Texas with 9 tracked portfolio companies.
- Notable positions include Wonder Group, ICON, Tarana, Zocdoc, The Snow League.
- The team roster lists 23 people.
- CAZ Investments reports $1.6B in regulatory assets under management across 107 private funds, per its SEC Form ADV (2026-03).
About CAZ Investments
Founded in 2001, CAZ Investments is a family office firm based in Houston, Texas. The firm prefers to invest in b2b, b2c, energy, financial services, healthcare, technology, fintech and e-commerce. The firm manages multiple income-oriented bond alternative portfolios that seek to provide predictable risk-adjusted yield. This firm is a Registered Investment Adviser (RIA).
Registered with the SEC
Form ADV · 2026-03 · CRD 113931- Regulatory AUM
- $1.6B
- Private fund assets
- $10.9B
- Private funds
- 107 · 69 private equity, 36 hedge, 2 real estate
- Staff
- 83
- Registered office
- HOUSTON, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CAZ INVESTMENTS L.P.).
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Portfolio, priced
9 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Wonder Group | — | $7.0B | — | |
| ICON | — | $2.0B | — | |
| Tarana | — | $1.0B | — | |
| Zocdoc | Other Healthcare Technology Systems | $446.5M | — | |
| The Snow League | — | $100.0M | — | |
| Homebound | — | $2.5M | — | |
| Bonaccord Capital Partners | — | — | — | |
| Commonwealth Fusion Systems | Energy Production | — | — | |
| Fundbox | — | — | — |
Team
23 people on record — 23 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What companies does CAZ Investments invest in?
- CAZ Investments has 9 recorded portfolio companies, including Wonder Group, ICON, Tarana, Zocdoc.
- What is CAZ Investments's AUM?
- CAZ Investments manages approximately $10.4B in assets.