Form D · Private Equity Fund

CAZ Private Equity Ownership D5 Fund - TE, L.P.

Houston, TX · CIK 0001949784

Offering snapshot reported Nov 10, 2022 · SEC filing

Reported sold
$1.5M
Indefinite offering
Investors reported
2
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 1, 2022
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
Nov 10, 2022Initial$1,500,000No comparison2SEC 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
021-464530

Source: Form D, filed Nov 10, 2022. 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 PRIVATE EQUITY OWNERSHIP D5 FUND - TE, L.P.

Investment adviser: CAZ INVESTMENTS L.P.

Gross asset value
$5.75M
Beneficial owners
10
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 CAYMAN, Cayman Islands
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 805-4247409825

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 Management Peod5 Llc Director
N/A Caz Investments Equity Peod5 Lp Director
Isaiah Massey Director, Executive
Christopher Alan Zook Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Riverway Suite 2000
Houston, TX, 77056