Form D · Private Equity Fund

CAZ Co-Investment Opportunities Fund, L.P. - Apex Portfolio

Houston, TX · CIK 0002098880

Offering snapshot reported Jun 24, 2026 · SEC filing

Reported sold
$12.6M
Indefinite offering
Investors reported
59
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 4, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.32M$12.6MDec 16, 2025: $25,000.00Dec 16, 2025Jun 24, 2026: $12,637,000.00Jun 24, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$25,000 → $12,637,000
  • Reported investors1 → 59

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 24, 2026Amendment$12,637,000$12,612,000vs Dec 16, 202559SEC filing
Dec 16, 2025Initial$25,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-566932

Source: Form D, filed Jun 24, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Caz Investments Equity Cio Lp Director
Isaiah Massey Director, Executive
Christopher Alan Zook Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1360 Post Oak Blvd Suite 2200
Houston, TX, 77056