AZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since their inception, they have focused their efforts on finding excellent opportunities to invest their personal money and then providing the ability for their clients to co-invest with us. They exist to provide Access toInnovative Investments.Over the years they have evolved their business model to be quite different than the vast majority of other investment management companies in a couple of ways.First, they always invest their personal capital alongside their clients. They have more than $100mm of their personal capital committed to their investment vehicles. They provide access to their clients to co-invest with us in these vehicles that they believe will provide the best opportunities for their family’s money.Second, because of the scale of the investments that they make, they have access to opportunities that would otherwise not be available to families with less than $250mm - $500mm of investable assets. Quite simply, there are many investments that they can provide for their clients that they could never access on their own.

Investment Management

CAZ Investments

Christopher Alan Zook

Paul Rush

Billy van Buren

Nicole Engel

Jill Klinvex

Christopher Hollern

Charlie Zeller

Lorraine Heywood

Ricardo Perusquia Jr.

Michael Davis Cpa

Mark Wade Caia

Clark Edlund Caia

Scott Honig

Mark Wehrman

Matthew Harris

Mace James Stuard - Mabs Cpa

The Investment Management team at CAZ Investments is responsible for identifying, analyzing, and executing innovative investment opportunities that align with the firm’s strategic vision. They actively manage a diverse portfolio, leveraging their significant personal capital to create alignment with clients’ interests, and facilitate co-investment opportunities that provide unique access to exclusive markets and high-potential investments. Their expertise ensures a rigorous evaluation process to optimize returns while maintaining a commitment to transparency and trust with clients.

Leadership Team

Investment Strategies Team

Investment Management

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Team members

Other teams at CAZ Investments

Leadership Team

Investment Strategies Team