Exclusive Access to Unique Alternatives
DIFFERENTIATED ACCESS
Raving Fans is Our Mission
“CAZ has been great partner in bringing our clients differentiated access to unique alternative investments.”
Peter Mallouk, Founder and CEO
CREATIVE PLANNING
“CAZ gave us access to interesting thematic, private market investment opportunities. They demonstrated significant domain expertise and helped us educate our team members and clients with respect to their strategies.”
Frank Brochin, Chief Investment Officer of Family Office Practice
THE COLONY GROUP
“The CAZ process is a seamless blend of hands-on teamwork, education and cutting-edge technology to make subscriptions easy.”
Robert Picard, Head of Alternative Investments
HIGHTOWER ADVISORS
These testimonials are provided by individuals representing firms who invest in private or registered funds associated with CAZ and/or who are personally invested in private or registered funds associated with CAZ. No cash or non-cash compensation is provided for testimonials. There are no identified material conflicts of interest on the part of the individual providing the testimonial that have been identified by CAZ.
Why Advisors Choose CAZ...
UNIQUE OPPORTUNITIES
Access
As one of the largest 200 private equity allocators worldwide, we use our purchasing power and deep relationships to access sponsor vehicles and co-investments that are often unavailable to others. We are also GP Stake owners in over 85 private asset managers, giving us unique standing when they decide allocations to future opportunities.
WE WIN WHEN YOU WIN
Alignment
Our personal shareholder capital is always invested alongside our clients making up nearly 10% of the total firm's assets under management. We are always shoulder-to-shoulder in the collective results of our decisions. In over 23 years since our founding, we have generated positive returns (realized and unrealized) in 94% of all the private investments we have made.
PURCHASING POWER
Economics
The purchasing power of our network often creates a less total all-in cost than direct sponsor access. We also structured many of our vehicles with unique features such as enhanced liquidity, co-investment rights, a simplified capital call structure and preferred return hurdles.
A Network. A Community. A Force.
CAZ live events bring together allocators, advisors and world-renowned sponsors. No vendors or marketing. Just great content and community.
Investing With Us
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Explore Our Approach
Understand the various strategies that CAZ utilizes.
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Determine If You Qualify
Are you a Qualified Purchaser A Qualified Purchaser is someone who has an investment portfolio of $5 million or more, excluding their primary residence. For clarity this does NOT mean that you are required to invest $5 million. This simply means that you hit the Government threshold that allows you to access all private investment funds. or Accredited Investor An Accredited Investor is 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 their primary residence. For clarity, this does NOT mean you are required to invest $1 million, this simply means you meet the Government threshold to access certain funds. ? If so, we can serve you.
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Select Your Fund Vehicles
Decide which CAZ Fund Vehicles are right for you and your portfolio.
At A Glance
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Advisory firms we work with
Owning The Industry
CAZ is a minority GP Stake owner of over 75 private asset managers, which gives us a distinct relational advantage when it comes to access, economics, and co-investment opportunities.
