---
title: "CAZ Co-Investment Opportunities Fund, L.P. - PM Portfolio SEC filings"
url: https://altstreet.investments/edgar/2161522
kind: edgar-entity
updated: 2026-10-28
publisher: AltStreet (https://altstreet.investments)
license: Public factual pages may be read, quoted and cited with attribution and a link. Bulk redistribution is not permitted.
---

# CAZ Co-Investment Opportunities Fund, L.P. - PM Portfolio: SEC filings and what they report

CAZ Co-Investment Opportunities Fund, L.P. - PM Portfolio is a Delaware-organized pooled investment fund vehicle managed by CAZ Investments, with Christopher Zook and Isaiah Massey listed as executive officers/directors. The filing reports $25,000 raised from a single investor under combined 506(b) and 3(c) exemptions, with no minimum investment disclosed and no first sale date reported.

| Field | Value |
| --- | --- |
| Entity | CAZ Co-Investment Opportunities Fund, L.P. - PM Portfolio |
| CIK | 2161522 |
| Filing family | 506(b), 3(c) |
| Entity type | fund vehicle |
| Manager (as filed) | CAZ Investments |
| Newest fact-bearing filing | October 26, 2026, accession 0002161522-26-000001 |
| Total sold (as reported) | $25,000 |
| Investors (as reported) | 1 |
| Vintage | 2026 |

## Related persons (Form D Item 3)

| Name | Relationship |
| --- | --- |
| N/A CAZ Investments Equity CIO LP | Director |
| Isaiah Massey | Executive Officer, Director |
| Christopher Zook | Executive Officer, Director |


## Filings (1 on record, newest first)

| Date | Form | Family | SEC link |
| --- | --- | --- | --- |
| October 26, 2026 | D | Form D | https://www.sec.gov/Archives/edgar/data/2161522/000216152226000001/ |


## More

- Entity page (HTML, with events, parties and the platform record): https://altstreet.investments/edgar/2161522
- SEC EDGAR filing index: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002161522&owner=include&count=40
- Signal history, evidence passages and the entity graph are AltStreet Terminal features: https://altstreet.investments/terminal

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Source page: https://altstreet.investments/edgar/2161522
Machine index: https://altstreet.investments/llms.txt
AltStreet reads what platforms, funds and issuers file with the SEC and what they tell investors, and publishes the difference. Figures are as filed or as captured on the date stated; nothing here is investment advice.