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SEC filing record
Primary Source · SEC.gov

CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio

Co-Investment Vehicle2026 vintage506(b), 3(c)

Raised

$25K

Investors

1

Min Invest

None stated

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AltStreet Analysis

·

Generated from EDGAR primary sources

CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio is a Delaware-domiciled pooled investment vehicle filed by CAZ Investments, raising $25,000 from a single investor under combined 506(b) and 3(c) exemptions. The minimum investment amount was not disclosed on the filing, and no first sale date was provided. No parent platform match or related sibling entities were identified in available data.

This is a small single-asset co-investment vehicle (named for a specific 'VPH' portfolio position) within the broader alternative investment fund category, structured under the standard private-fund exemption pairing of Rule 506(b) and Section 3(c). The $25K raise from one investor is consistent with an early or seed-stage closing for a narrowly targeted co-investment SPV rather than a broadly marketed fund.

Data Flags

First Sale DateFirst sale date is not disclosed, though total raise ($25K) is well under $100M, so absence of this date is a minor filing gap rather than an expected omission seen in large institutional amendments.
Total Investors / Total Amount SoldEntire $25K raise came from a single investor, suggesting this is an early or sole-investor closing for a narrowly scoped, single-asset co-investment vehicle rather than a broadly syndicated fund.
ExemptionFiling claims both 506(b) and 3(c) exemptions simultaneously, a common pairing (securities exemption plus investment company exclusion) for private pooled funds.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002161513
Entity NameCAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio
Exemption506(b), 3(c)
Entity Type—
Jurisdiction of OrganizationDelaware
Issuer Address1360 Post Oak Blvd., 22nd Floor, Houston, TX 77056
Phone(713) 403-8262
Industry / Fund Type—
Securities TypeEquity, Pooled Investment Fund
First Sale Date—
Filing DateNovember 10, 2026
Accession Number0002161513-26-000001
Total Offering Amount—
Total Amount Sold$25,000
Total Investors1
Minimum Investment$0 (no stated minimum)
Offering Duration—
State (Issuer Address)TX
Amendment CountOriginal filing only

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

N/A CAZ Investments Equity CIO LP

Director · Houston, TX

Isaiah Massey

Executive Officer, Director · Houston, TX

Christopher Zook

Executive Officer, Director · Houston, TX

Questions About CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio?

CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio is an issuer that filed a Form D with the SEC on November 10, 2026. The filing claims 506(b), 3(c).

Is CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio legit?

AltStreet does not rate legitimacy; it reports the public record. CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio filed a Form D with the SEC on November 10, 2026 claiming 506(b), 3(c). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $25,000 sold to 1 investor. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio claimed 506(b), 3(c) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio raised?

CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio reported $25,000 sold from 1 investor as of the Form D filed November 10, 2026.

Who is selling CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio and how are they paid?

The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.

Where is CAZ Co-Investment Opportunities Fund, L.P. - VPH Portfolio located?

The issuer's address on its SEC filings is 1360 Post Oak Blvd., 22nd Floor, Houston, TX 77056. Its phone number of record is 713-403-8262. It is organized under the laws of Delaware.

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.