Form D · Private Equity Fund

CAZ Private Equity Ownership Fund III, L.P.

Houston, TX · CIK 0001799028

Offering snapshot reported Jul 12, 2021 · SEC filing

Reported sold
$83.4M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 12, 2021Amendment$83,380,000No comparisonNot reportedSEC filing
Nov 13, 2020Amendment$83,380,000$47,270,000vs Oct 14, 2020144SEC filing
Oct 14, 2020Initial$36,110,000No comparison76SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-377891

Source: Form D, filed Jul 12, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CAZ PRIVATE EQUITY OWNERSHIP FUND III, L.P.

Investment adviser: CAZ INVESTMENTS L.P.

Gross asset value
$739M
Beneficial owners
154
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TMF SAN DIEGO LLC CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP HOUSTON, Texas, United States
Custodian JPMORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Marketer FOUR POINTS CAPITAL PARTNERS LLC BUFFALO, New York, United States Related to adviser: No
Marketer FUND GENESIS LIMITED CAUSEWAY BAY, Hong Kong Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

FOUR POINTS CAPITAL PARTNERS LLC
CRD 43149 · SEC 8-50162

Filing source

Form ADV 2041717 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3775514094

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Caz Investments Equity Peo3 Lp Director
Isaiah Massey Director
Christopher Alan Zook Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Riverway Suite 2000
Houston, TX, 77056