Form D · Pooled Investment Fund

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

Houston, TX · CIK 0001852262

Offering snapshot reported Apr 14, 2021 · SEC filing

Reported sold
$82.7M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 14, 2021Initial$82,650,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-395821

Source: Form D, filed Apr 14, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CAZ CO-INVESTMENT OPPORTUNITIES FUND, L.P. - MCP PORTFOLIO

Investment adviser: CAZ INVESTMENTS L.P.

Gross asset value
$130M
Beneficial owners
82
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TMF SAN DIEGO LLC CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP HOUSTON, Texas, United States
Custodian JPMORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Marketer FOUR POINTS CAPITAL PARTNERS LLC BUFFALO, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

FOUR POINTS CAPITAL PARTNERS LLC
CRD 43149 · SEC 8-50162

Filing source

Form ADV 2041717 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2727243247

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Christopher Alan Zook Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Riverway Suite 2000
Houston, TX, 77056