CAZ Investments Announces Launch of the CAZ GP Stakes Growth Fund, Expanding GP Stakes Opportunities for Investors

The CAZ GP Stakes Fund Series Gives Investors Two Ways to Own a Stake in Leading Private Asset Managers

HOUSTON, Oct. 5, 2026 /PRNewswire/ -- CAZ Investments ("CAZ"), a Houston-based leading alternative investment firm, today announced the launch of the CAZ GP Stakes Growth Fund, a registered interval fund designed to give investors exposure to the long-term growth of some of the leading private asset managers.

Together, the CAZ GP Stakes Growth Fund and the existing CAZ GP Stakes Income Fund form the CAZ GP Stakes Fund Series, an approach CAZ calls "GP Stakes, Your Way." Investors can pursue income, growth, or a combination of both, based on their objectives.

"We believe owning a piece of a private asset manager is one of the most attractive business models we have seen in our 25 years of investing," said Christopher Zook, Founder and Chief Investment Officer of CAZ Investments. "We designed this fund series for our own personal capital, and now investors can customize their exposure to it. If your priority is income, the CAZ GP Stakes Income Fund was designed for you. If you are focused on long-term compounding, the CAZ GP Stakes Growth Fund was built for you. The fund series allows you to tailor your approach and select the combination that makes sense for you."

Both funds are open to all investors regardless of accreditation status, with a minimum investment of $2,500. Each vehicle offers daily pricing and subscriptions, structured redemption through a quarterly repurchase program, a flat management fee with no performance fee, and 1099 tax reporting.

CAZ Investments works with a global network of wealth management firms. With the fund series, investment professionals can align each client's allocation to their priorities, whether current income, long-term growth, or both.

CAZ was recognized by GP Stakes News as the GP Stake Investor of the Year for 2025, which reflects its position as a dominant participant in acquiring minority stakes in private asset management companies, commonly referred to as GP Stakes. CAZ has allocated over $8 billion to GP Stakes in the last 10 years and currently holds minority ownership in more than 120 private asset managers across Private Equity, Private Credit, and Private Real Estate.

Learn more about the CAZ GP Stakes Growth Fund at www.cazgpstakesfund.com.

About CAZ Investments

CAZ Investments is a Houston-based alternative investment firm that thematically curates differentiated investment opportunities for its global network of investors. Founded in 2001, CAZ has grown to become one of the world's top 100* allocators to private equity. With $12+ billion in assets currently deployed, CAZ provides exposure to asset classes such as GP Stakes, Professional Sports Ownership, Space and Defense, Energy, and more.

The CAZ global network consists of over 9,700 investors in all 50 states and 43 countries. The group includes more than 500 wealth management firms, investment advisors, family offices, and institutional investors, who value the innovative and differentiated opportunities that CAZ develops.

*Source: Preqin

Media Contact:

Laura Simpson
JConnelly for CAZ Investments
[email protected]

Investors should consider the investment objectives, risks, and charges and expenses of the Fund(s) before investing. The prospectus contains this and other information about the Fund(s) and should be read carefully before investing. The prospectus may be obtained at (855) 886-2307 or www.cazgpstakesfund.com.

The CAZ GP Stakes Income Fund and the CAZ GP Stakes Growth Fund are distributed by Ultimus Fund Distributors, LLC, Member FINRA/SIPC. CAZ Investment Registered Adviser, LLC is not affiliated with Ultimus Fund Distributors, LLC. Each Fund should be considered a speculative investment and entails substantial risks, and a prospective investor should invest only if it can sustain a complete loss of its investment.

Each Fund is newly formed and has limited operating history. Investing in Shares involves a high degree of risk.

Unlike many closed-end funds, the Shares are not listed on any securities exchange. To provide Shareholders with limited liquidity, each Fund intends to conduct repurchases of Shares in each quarter. No Shareholder will have the right to require a Fund to redeem its shares. There is no assurance that investors will be able to tender their shares when or in the amount desired.

A Fund's distributions may be funded from unlimited amounts of offering proceeds or borrowings, which may constitute a return of capital and reduce the amount of capital available to the Fund for investment. Each Fund is non-diversified. Investing involves risk, including loss of principal. Past performance is no guarantee of future results. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

The Fund invests in private funds which are subject to certain risks including those related to illiquidity, indirect fees, valuation, limited operating histories and limited information regarding underlying investments.

20261002-5984994

SOURCE CAZ Investments