Form D · Hedge Fund

CAZ Private Equity Ownership (TE) Fund, L.P.

Houston, TX · CIK 0001665596

Offering snapshot reported Sep 7, 2016 · SEC filing

Reported sold: $18M
Investors reported: 36
Minimum accepted: $500K
First sale: Feb 26, 2016

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 7, 2016	Initial	$18,020,967	No comparison	36	SEC 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: 021-270184

Source: Form D, filed Sep 7, 2016. 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 (TE) FUND, L.P.

Investment adviser: CAZ INVESTMENTS L.P.

Gross asset value: $32.4M
Beneficial owners: 7
ADV minimum commitment: $500K

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

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2041717 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6002680847

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
Name	Reported role
N/A Caz Investments Equity Peo Lp	Executive, Promoter
Christopher A. Zook	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

One Riverway Suite 2000
Houston, TX, 77056