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Multi-Asset

CAZ Strategic Opportunities Fund

Formation2023
CategoryTender Offer Fund
Net Assets

$459.5M

NAV YoY

+221%

Portfolio Composition

Investment Type

Co-Investments
25.30%
Direct Investments
3.30%
Primary Fund Investments
22.10%
Secondary Fund Investments
4.05%
Money Market Securities
12.60%
Other Liabilities
3.80%

Geography

North America
59.40%
Europe
4.80%
Global
27.00%
Other
8.80%

Portfolio composition data sourced from regulatory filings.

Sekond Intelligence

Liquidity RiskB+
Fee Impact1.45%
Quality of Return1.6x

Deeper Analysis

Institutional intelligence and portfolio transparency

Reported as of September 2025

Principal Portfolio Holdings

HoldingValueAllocation
Blue Owl GP Stakes Atlas Fund I Offshore Investors
private equity investment in financial sector
$25.9M5.63%
Gordon Holdings (Offshore) I LP
secondary private equity investment in diversified sector
$15.9M3.47%
Blackstone Strategic Capital Holdings, LP
private equity investment in financial sector
$15.5M3.38%
Proprietary Exposure
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Proprietary Exposure
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About This Fund

The CAZ Strategic Opportunities Fund is a '40 Act registered investment company managed by CAZ Investments Registered Adviser LLC. It invests primarily in private market assets through primary fund investments, secondary investments, and direct investments or co-investments. The fund targets buyout, growth capital, credit, infrastructure, real estate, venture capital, and other private assets across multiple strategies and geographies. It offers quarterly limited liquidity through repurchase offers and maintains liquid investments for capital calls.