CAZ Gp Stakes Adviser LLC

RIASEC Registered
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 institutional registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves institutional clients and bills for advisory services as a percentage of assets under management. Its explicit advisory activity is portfolio management for investment companies, and its organizational role extends beyond a typical adviser: it functions as an adviser and sponsor, and can act as a general partner or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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