Exclusive Access to Unique Alternatives

Differentiate your practice with unique Private Equity and Private Credit opportunities

Raving Fans is Our Mission

Peter Mallouk, Founder and CEO<br/>CREATIVE PLANNING

“CAZ has been great partner in bringing our clients differentiated access to unique alternative investments.“

Peter Mallouk, Founder and CEO
CREATIVE PLANNING

Robert Picard, Head of Alternative Investments<br/>HIGHTOWER ADVISORS

“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

Frank Brochin, Chief Investment Officer of Family Office Practice<br/>THE COLONY GROUP

“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

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.

View Current Funds

Explore Our Strategies

A Network. A Community. A Force.

CAZ helps advisors differentiate and grow their practice with unique alternative investments.

At A Glance

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Investors Across 36 Countries
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Fund Vehicles
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Years In Business
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Billion in assets
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Global Network of Investors
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Advisory firms we work with

Owning The Industry

CAZ is a minority GP Stake owner of over 80 private asset managers, which gives us a distinct relational advantage when it comes to access, economics, and co-investment opportunities.