•  
• Tweet
•  
•  
•        Print
•  
•        Email
•  
•         Track Keywords

Like other CAZ vehicles, the CAZ GP Stakes Fund is expected to be available soon through major custodians including Schwab, Fidelity, CAIS, iCapital and Pershing. To learn more, please visit www.CAZGPStakesFund.com.

"To our knowledge, this is the first time investors can participate in the growth and potential profitability of private asset managers with the simplicity and ease of a registered vehicle," said Christopher Zook, Founder and Chief Investment Officer of CAZ Investments. "The launch of the CAZ GP Stakes Fund is the latest milestone in our mission to provide access to these investments through our expanding network."

The CAZ GP Stakes Fund launches amid strong secular tailwinds in private markets. The total global allocation to private markets is approximately $15 trillion and is estimated to grow to $60-65 trillion by 2032. Major beneficiaries of this tailwind should be the top-performing managers who capture the vast majority of new capital raised, while benefiting from inherent economies of scale.

CAZ Investments partners with a global network of wealth management firms, many of which are looking for unique access to alternatives for their clients. Through the CAZ GP Stakes Fund, wealth managers can offer a GP Stakes strategy to every client regardless of accreditation status. The fund is a registered interval fund solely focused on GP Stakes and offers daily subscriptions, quarterly redemptions, no performance fees (management fee only), and 1099 tax reporting.

For many years, CAZ has been acquiring minority stakes in private asset management companies - commonly referred to as GP Stakes (General Partner Stakes). CAZ has deployed over $6 billion into GP Stakes and currently holds minority ownership in more than 100 private asset managers across Private Equity, Private Credit, and Private Real Estate.

GP Stakes investors potentially benefit from:

- Attractive cash flows generated by established, proven asset management businesses.

- Significant long-term growth potential tied to the expansion of private markets and the harvest of periodic performance fees.

- Meaningful downside mitigation due to diversified fee streams from asset managers across various market segments and geographic regions.