The CAZ Difference
We offer exclusive access to investment opportunities most investors can't find anywhere else
We are aggregating access to buying power
We put our own money in first, and in almost all cases, we don't get paid unless our investors do
Since our inception in 2001, we have dedicated ourselves to finding the best opportunities to invest our personal capital while also providing our relationships with the ability to co-invest alongside us. Individually we are small, but collectively we are the equivalent of a large institutional investor with superior access and buying power.
We Invest Our Own Capital – We always invest our personal capital alongside you. We have more than $275 million of our capital committed to our investment vehicles and are typically the largest investor in each of them.
We Provide Access to Innovative Investing – Because of the scale of the investments we make, we have access to opportunities generally unavailable to families with less than $250-$500 million of investable assets.
We Align Our Interests with Yours – The majority of our compensation is performance-based. In most cases, if our co-investors don’t make money we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
In almost all cases, we only get paid if your investment is profitable.
10+ Years of Thematic Investing
Our personal capital is invested alongside yours, creating the ultimate alignment of interests.
Experience Our Ecosystem
“CAZ has the uncanny ability to provide valuable insights and knowledge of our industry and our investments that is hard to match.”
“We can always count on CAZ to respond and act quickly, which isn’t easy for most investors. Therefore, CAZ is typically one of the first phone calls we make.”
“CAZ Investments has been an incredibly valuable partner for us, providing strategic guidance and a dedication to our partnership that sets them apart.”
Individually we're small, but collectively we're a large institutional investor.