CAZ Investments
Overview
CAZ Investments is a Houston-based alternative investments firm that thematically curates unique and exclusive opportunities for its global network of investors. Founded in 2001, CAZ has grown to become one of the top allocators to Private Equity worldwide. CAZ has created over 80 unique private and registered funds pursuing themes such as GP Stakes, Professional Sports Ownership, Disruptive Technology, Energy, Real Estate and more.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Wonder | Mar 2024 | VC Round | Co-investor |
| Astromech AI Corp. | Aug 2026 | Early Funding | Co-investor |
| Valo Health | Nov 2021 | M&A | Co-investor |
| Roofstock | Mar 2022 | Series E | Co-investor |
| ICON Technology, Inc. | Oct 2026 | Series D | Co-investor |
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Key People
Clark Edlund
Managing Director
Brayden Huang
Partner
Mark Wade
Partner
Matt Lindholm
Partner
Katie Mitchell
Senior Vice President - Investor Relations
Dylan Reynolds
Vice President - Investor Relations
Katie Murphy
Vice President - Investor Relations
Hilary Holmes
Director Of Investor Relations
Lorraine Heywood
Director
Lila Flores
Principal
Alex Beckham
Senior Associate, Investor Relations
Alex Stewart
VP, Investor Relations
Alexandra Angove
Investor Relations
Alexandra Thorne
Investor Relations
Ambareen Virani
Senior Associate - Investor Relations
Bilal Aziz
Investor Relations
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is CAZ Investments based?
CAZ Investments is headquartered in Houston, Texas, United States.
When was CAZ Investments founded?
CAZ Investments was founded in 2001.
How many portfolio companies does CAZ Investments have?
CAZ Investments has 9 portfolio companies in Caplight's dataset.
What are some companies in CAZ Investments's portfolio?
Portfolio companies visible on Caplight include Wonder, Astromech AI Corp., Valo Health, Roofstock, ICON Technology, Inc..
What was CAZ Investments's most recent investment shown here?
CAZ Investments's most recent investment in this portfolio sample was in ICON Technology, Inc. in 2026.
What sectors does CAZ Investments focus on?
CAZ Investments focuses on Energy & Sustainability, Media, Entertainment & Gaming, Frontier & Industrial Tech, Healthcare & Life Sciences, Consumer & Commerce, Consumer & Commerce, Frontier & Industrial Tech, Real Estate & PropTech, Frontier & Industrial Tech, Real Estate & PropTech, Enterprise Software, FinTech, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Media, Entertainment & Gaming, Consumer & Commerce.
What company stages does CAZ Investments focus on?
CAZ Investments typically invests at the MultiStage stage.
What is CAZ Investments's AUM?
CAZ Investments's assets under management are estimated between $1.0B and $10.0B.