CAZ Gp Stakes Adviser LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Christopher Zook
Chairman & Chief Investment OfficerCRD 2125318

Justin Long
Chief Compliance OfficerCRD 7703113
Contacts
1 of 1
Isaiah Massey
Managing PartnerCRD 6460251
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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