CAZ Investments (“CAZ”), a leading Houston-based alternative investment firm, announced that investors utilizing the SoFi Invest® platform can now invest in two CAZ funds, providing streamlined, cost-efficient access to diversified private-market assets.
The collaboration advances CAZ’s longstanding mission to broaden access to investment opportunities that have historically been available primarily to institutions and ultra-high-net-worth investors. Through SoFi Invest, individual “do-it-yourself” investors can now incorporate professionally managed private-market strategies into their portfolios through a familiar digital platform.
“For decades, many of the most compelling private-market opportunities were available only to a relatively small category of high-net-worth investors,” said Christopher Zook, Founder and Chief Investment Officer of CAZ Investments. “The regulatory changes in 2025 have allowed us to expand access to virtually all investors. By working with SoFi Invest, we are helping more investors participate in the long-term growth potential of private markets with the simplicity and convenience they expect from a modern investment platform.”
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The CAZ funds available through SoFi Invest provide exposure to differentiated investment themes shaping the global economy. These include ownership interests in leading alternative asset management firms through GP stakes; professional sports franchises; the infrastructure and energy required to power artificial intelligence, robotics, and rising global electricity demand; and the modernization of the space and defense industries.
“This collaboration represents an important milestone in democratizing access,” Zook added. “When access to private markets is broadened thoughtfully and responsibly, more investors have the opportunity to build diversified portfolios designed for long-term wealth creation.”
SOURCE: PRNewswire