Mandate & appetite
- Preferred strategies
- Private EquityPrivate CreditReal Estate
- Target geographies
- US & Canada
- Typical ticket
- $5m–$10m
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
CAZ Investments is a Houston-based alternative investment firm founded by Christopher Zook, known for its thematic, multi-asset approach to private markets. The firm allocates across private equity, private credit, secondaries, GP stakes, real assets, and niche alternatives, primarily serving HNWIs, family offices, RIAs, and exited founders. CAZ is comfortable acting as early or seed capital—often writing $5–10mm first checks—particularly for innovative real-asset and housing strategies that involve creative structuring, tax efficiency, or operating complexity. The firm gained broader visibility through The Holy Grail of Investing, co-authored by Zook and Tony Robbins, who holds a minority passive stake in CAZ.
Similar investors
Comparable allocators
Other
Amzak Capital
Boca Raton, United States
Amzak Capital is a private investment firm based in Boca Raton, Florida, owned by the Kazma family, who have been in the U.S. since 1969 after originating in Canada. The firm primarily focuses on real estate, industrials, fixed income, and healthcare investments, adopting a diverse strategy across various sectors and investment vehicles.
Family Office · $1.5bn AUM
Zaka Investments
Paris, France
Zaka Investments is a single-family office located in Paris, France, established in 2012 as the real estate investment branch of industrialist Pierre Bastid's family office. Managed by Romain Yzerman, the firm focuses on prime Parisian commercial real estate and selective hotel developments. Zaka Investments aims to build a strong real estate portfolio, leveraging institutional-scale resources for complex, value-add transactions. The company manages the entire real estate value chain, including acquisition, financing, asset management, project delivery, and commercialization. Since its inception, Zaka Investments has completed around 50 transactions totaling approximately €1.4 billion, emphasizing prime Parisian tertiary real estate. The firm also engages in selective investments outside of real estate, including ventures in technology and food services. Zaka Investments has executed institutional sales to major players like Generali and AEW, showcasing its active role in the real estate market.
Family Office
Zittman Family Office
New York, United States
Institutional investor. based in New York United States. LP type: Family Office. Asset class focus: Alternative Investments, Industrial & Logistics, Infrastructure, Private Equity, Real Estate, Residential, Value-Add. Geographic focus: us & canada. Active real asset investor
Other
CEAS Investments
United States
Fund manager. based in. Asset class focus: alternative investments. Geographic focus: us & canada. Sectors: office. Active real asset investor
Other · $4.6bn AUM
Calzada
Chicago, United States
Calzada Capital Partners is a Chicago-based private equity firm specializing in investments in real estate operating companies across the United States, Latin America, and Australia. Founded in 2013, the firm focuses on long-term partnerships with skilled management teams to build and grow portfolios in sectors such as multifamily, industrial, hospitality, retail, and self-storage. Notable investments include Corporate Properties of the Americas (industrial, Mexico), Hometown America (land-lease communities, U.S. and Australia), and Pacific Beachcomber (hospitality, French Polynesia). Calzada has received significant institutional backing, including over $4.3 billion in commitments from the Washington State Investment Board.
Family Office
Zappettini Capital
San Francisco, United States
Institutional investor. based in San Francisco United States. LP type: Family Office. Asset class focus: Alternative Investments, Industrial & Logistics, Infrastructure, Private Equity, Real Estate, Residential, Value-Add. Geographic focus: us & canada. Active real asset investor