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Multi-Asset

CAZ Strategic Opportunities Fund

CAZ Investments

Net Assets

$540.6M

NAV Growth YoY

+201%

Most Recent Return

−0.88%

Formation

2023

Portfolio Composition

Investment Type

Co-Investments
25.30%
Direct Investments
3.30%
Primary Fund Investments
22.10%
Secondary Fund Investments
4.05%
Money Market Securities
12.60%
Other Liabilities
3.80%

Geography

North America
59.40%
Europe
4.80%
Global
27.00%
Other
8.80%

Portfolio composition data sourced from regulatory filings.

Sekond Liquidity Risk Profile

Real-time liquidity intelligence powered by regulatory filings and proprietary analysis.

Current Repurchase Window
StatusOPEN
Cap5.0%
Redemption Waterfall
StatusOPEN
Cap5.0%
Third Party Offers
StatusOPEN
Cap5.0%
Liquidity Runway — Stressed Scenarios
StatusOPEN
Cap5.0%
Liquidity Composition
StatusOPEN
Cap5.0%
Redemption Context
StatusOPEN
Cap5.0%

Summary Metrics

Liquidity RiskB+
Runway

5Q

Fill Rate

92%

Fee Impact

1.45%

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About This Fund

The CAZ Strategic Opportunities Fund is a '40 Act registered investment company managed by CAZ Investments Registered Adviser LLC. It invests primarily in private market assets through primary fund investments, secondary investments, and direct investments or co-investments. The fund targets buyout, growth capital, credit, infrastructure, real estate, venture capital, and other private assets across multiple strategies and geographies. It offers quarterly limited liquidity through repurchase offers and maintains liquid investments for capital calls.

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