CAZ has investment vehicles across private equity, private credit, secondaries, pro sports ownership, energy, and more.
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This is someone who has an invested portfolio of $5 million or more, excluding their primary residence. This can include liquid and illiquid investments, real estate, passively help business interests, etc...There are also entities that can be considered a Qualified Purchaser.
A person who has either an annual income of $200,000 individually (or $300,000 if filing jointly) OR has a net worth of at least $1 million, excluding primary residence.
I don't currently meet the criteria above.
Discover the strategies we use across a wide variety of alternatives investments.
Explore how CAZ can provide differentiated access for your clients.
