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

Bilal Aziz

Billy van Buren

Nicole Engel

Jill Klinvex

Christopher Hollern

Charlie Zeller

Ricardo Perusquia Jr.

Michael Davis Cpa

Mark Wade Caia

Clark Edlund Caia

Scott Honig

Mark Wehrman

Matthew Harris

Mace James Stuard - Mabs Cpa

The Leadership Team at CAZ Investments is responsible for setting the strategic direction of the company, driving investment strategies, and overseeing financial operations. Comprised of seasoned professionals, including the CEO and various senior vice presidents, this team collaborates to identify innovative investment opportunities, manage client relationships, and ensure the firm's commitment to investing personal capital alongside clients. Their expertise allows CAZ to provide exclusive access to high-quality investment opportunities that cater to high-net-worth families.

Leadership Team

Investment Strategies Team

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Leadership Team

About

Team members

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Leadership Team

About

Team members

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