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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
asset manager

CAZ Investments

HOUSTON, TX
CRD: 113931
In network coverage since August 14, 2026 · 7 stories
$10.8BRegulatory AUMSEC Form ADV · Oct 24
83EmployeesForm ADV
3Deals on our tracker
Regulatory AUM · Aug 16 – Oct 24
Deal recordFull tracker →
Oct 13, 26Fund launchCAZ GP Stakes Growth Fund — coverage
Aug 31, 26Fund launchCAZ Founders Class - GPG Fund Investment, L.P. · $175
Aug 11, 26Deal announcedSoFi Invest — coverage
Network coverage
Deals & PE

Four CGF series sell $1.6 million; iCapital, 8VC report zero

The four Oct. 26 Form Ds show $75,000 to $734,000 per series; iCapital and 8VC vehicles disclosed no sales.
The Wrap · Oct 16Credit interval fund redemptions absorbed 79% of Q3 sales, Stanger says
The Wrap · Oct 14Nontraded BDC redemption requests stay near twice cap; CAZ and Adams launch funds
New funds · Oct 13CAZ Investments launches CAZ GP Stakes Growth Fund
Products & portfolios · Sep 16The alternatives shelf splits into $2.8B pooled funds and $18,000 SPVs
Filings · Sep 16CAZ raises $175.3 million with the ceiling left blank
RIA · Aug 14Alto launches private deal room for RIAs; CAZ funds land on SoFi
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