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Sunday, August 23, 2026The Morning Brief →Sign in
asset manager

CAZ Investments

HOUSTON, TX
CRD: 113931
In PWD coverage since August 14, 2026 · 1 story
$10.8BRegulatory AUMSEC Form ADV · Aug 21
83EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 15 – Aug 21
Deal recordFull tracker →
Aug 11, 26Deal announcedSoFi Invest — coverage
PWD coverage
RIA

Alto launches private deal room for RIAs; CAZ funds land on SoFi

Platform launches expand RIA and retirement access to private markets.
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