Provide Your Clients with Access to Exclusive Investment Opportunities

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Why Partner With Caz?

Gain access to exclusive investments and expertise

Utilize our tools and leverage our expertise to expand your offering

Differentiate yourself from your competition

Gain Exclusive Access and Expertise for Your Clients


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.

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Our Philosophy

We Invest Our Own Capital – We always invest our personal capital alongside you. We have more than $250 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.

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Representative Investments

Lyft EnCap Didi Foundation Capital Sequoia H.I.G. Capital Silverlake Starwood Capital Group Vista Equity Partners Airtable Platinum Equity Opendoor

We Don't Compete With You
We Help You Grow

We partner with you in a mutually beneficial way to help you serve your clients.

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10+ Years of Thematic Investing

Short Sub-Prime Mortgages

2007

Distressed Financials

2008

Midstream Energy

Distressed Debt

2009

Distressed Real Estate

Shale Exploration

2010

Israeli Healthcare

2011

Midstream Energy

Interest Rates

2012

Medical Royalties

Distressed Secondaries

2013

Distressed Real Estate

Midstream Energy

2014

Opportunities in Precious Metals

Medical Royalties

Liquidations & Litigation Finance

2015

Artificial Intelligence

Dislocation in Energy

Israeli Healthcare

2016

Growth of Private Equity

Changes in the Credit Cycle

Private Energy Capital

Ridesharing Revolution

2017

Midstream Energy

Growth of Private Equity

2018

Technology Revolution

2019

Leverage Our Experience and Expertise to Better Serve Your Clients

We see more than 500 private equity deals per year but typically invest in less than 5. We won't ask you to do anything with your clients' money that we aren't already doing with ours.

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Partnering With Caz in 3 Easy Steps

1. Contact Us

Contact us by phone at
(713)403-8250 or email.

2. Schedule A Conversation

Meet with a CAZ team member to discuss your specific needs.

3. Gain Access

Gain access to exclusive investment opportunities and expertise.

Differentiate Yourself from Your Competition

Let us help you future-proof your business.

Contact Us