CG
Caz Gp Stakes Adviser Llc
SEC-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 338168
· SEC file 801-134494
· Houston, TX
☆ Save with Pro
ADV data as of Mar 11, 2026
- Regulatory AUM
- $99.0M
- Discretionary
- $99.0M
- Clients
- 1
- Avg AUM / client
- $99.0M
- Accounts
- 1
- Employees
- 83
AUM over time
$0
$99.0M
Sep 5, 2025
Mar 11, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $99.0M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 2.64 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗