CAZ Gp Stakes Adviser LLC

RIASEC RegisteredEst. 2025
Total AUM
$99M
Discretionary
$99M
100% of AUM
Avg account
$99M
Accounts
1
Employees
83
Advisory reps
3

Firm details

Headquarters
Houston, Texas
CRD number
338168
Registered since
November 13, 2025
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

CAZ Gp Stakes Adviser LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company. The firm serves institutional clients and charges fees as a percentage of assets under management. Its principal advisory activity is portfolio management for investment companies. The firm is not positioned as an ESG investor, does not identify as a multi-state adviser, and is not described as a capital allocator; it is, however, noted as a related adviser and acts in sponsor/GP roles for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Christopher Zook

    Christopher Zook

    Chairman & Chief Investment OfficerCRD 2125318

  • Justin Long

    Justin Long

    Chief Compliance OfficerCRD 7703113

Contacts

1 of 1
  • Isaiah Massey

    Isaiah Massey

    Managing PartnerCRD 6460251

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1360 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth