CAZ Investments

CAZ Investments L.P. is an employee-owned investment management firm based in Houston, Texas, founded in 2001. The firm specializes in managing pooled investment vehicles for high-net-worth individuals and institutional clients. CAZ Investments focuses on private equity investments across various sectors, including healthcare and technology, and offers access to unique investment opportunities typically unavailable to smaller investors. The firm also manages separate equity and balanced portfolios, hedge funds, and targets investments in public equity and alternative markets. With a commitment of over $100 million of their own capital alongside client investments, CAZ Investments aims to align their interests with those of their clients. Their investment strategy incorporates fundamental, charting, and technical analysis, supplemented by external research to enhance decision-making. Over the years, CAZ Investments has evolved its business model to differentiate itself in the investment management industry.

Sam Levens

Deputy Chief Investment Officer

1 past transactions

ICON

Series A in 2020
ICON is an advanced construction technologies company using 3D printing robotics, software and advanced materials to shift the paradigm of homebuilding for all of humanity.
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