CAZ Investments key facts
- CAZ Investments is a asset manager based in Houston, Texas with 9 tracked portfolio companies.
- Notable positions include Wonder Group, ICON, Tarana.
- The team roster lists 22 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).
Investment focus
Its SEC Form ADV lists $1.6 billion in regulatory assets under management across 107 private funds (Mar 2026).
CAZ Investments portfolio at a glance
9 portfolio companies are on record for CAZ Investments, including Wonder Group, ICON and Tarana.
6 of the 9 carry a recorded valuation and 1 have recorded secondary-market trades, the names a secondary buyer or seller can price.
CAZ Investments team
22 people are on record at CAZ Investments: 11 associates, 7 principals, 3 partners and 1 other. Senior names include Christopher Zook (Founder), Isaiah Massey (Chief Financial Officer) and Mark Wade (Partner). 22 of them have a verified direct contact on file.
CAZ Investments at 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.).
- ·The top 10 names in the book — of 9 recorded positions
- ·Watchlist + alerts for CAZ Investments's activity
Portfolio
9 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Wonder Group | — | ▮ | ▮ | ▮ |
| ICON | — | ▮ | ▮ | ▮ |
| Tarana | — | ▮ | ▮ | ▮ |
+ 6 more companies · all 9, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about CAZ Investments
- What companies does CAZ Investments invest in?
- CAZ Investments has 9 recorded portfolio companies, including Wonder Group, ICON, Tarana.
- What is CAZ Investments's AUM?
- CAZ Investments manages approximately $10.4B in assets.