FormDSignal
72

CAZ Co-Investment Opportunities Fund launches indefinite PE vehicle in Houston

New fund · Private equity / buyout · Open-ended · HOUSTON, TX · Form D filed 2026-10-26 · sponsor: CAZ Investments

CAZ Co-Investment Opportunities Fund, L.P. - PM Portfolio is a Delaware private equity limited partnership that filed a new Form D on October 26, 2026, with an indefinite offering size and $25K sold to one investor as of October 12, 2026. The fund is structured under Regulation D exemptions 3(c)(7) for institutional investors and operates under managers Isaiah Massey and Christopher Alan Zook.

Note: Entity is new to EDGAR; $25K total sold and one investor to date suggest very early stage. Minimum investment listed as $0.

3(c)(7) — qualified purchasersFirst filing by this entityPrivate equity / buyout

How this compares

  • Across 490 private equity / buyout sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 5 months.

Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.

Registered adviser

name match

CAZ INVESTMENTS L.P.

Registration
SEC-registered adviser · since 2001-09-27
Regulatory AUM
$10.8B
Employees
83
Private funds on Form ADV
Yes
Office
Houston, TX

Website and main-office phone from Form ADV. Subscribe to unlock

Incumbent service providers

Schedule D for this adviser has not been read yet; it is queued.

People on the filing

N/A CAZ Investments Equity CIO LPDirector
Isaiah MasseyExecutive Officer, Director
Christopher Alan ZookExecutive Officer, Director

[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers

Signed by Isaiah Massey, Manager of GP of GP of Issuer.

Why now — by persona

  • Fund administrator:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
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Filing contact

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