Form D · Hedge Fund

CAZ Risk Mitigation Fund, L.P. - Risk Mitigation Plus Income Portfolio

Houston, TX · CIK 0001881939

Offering snapshot reported Jun 23, 2026 · SEC filing

Reported sold: $18.7M
Investors reported: 39
Minimum accepted: $0
First sale: Sep 1, 2021

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$16,544,892 → $18,732,812
Reported investors36 → 39

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 23, 2026	Amendment	$18,732,812	$2,187,920vs Jun 5, 2025	39	SEC filing
Jun 5, 2025	Amendment	$16,544,892	$108,191vs Aug 24, 2023	36	SEC filing
Aug 24, 2023	Amendment	$16,436,701	$4,161,931vs Aug 25, 2022	34	SEC filing
Aug 25, 2022	Amendment	$12,274,770	$4,569,949vs Sep 13, 2021	29	SEC filing
Sep 13, 2021	Initial	$35,985,000	No comparison	Not reported	SEC filing
Sep 13, 2021	Amendment	$7,704,821	No comparison	Not reported	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-413106

Source: Form D, filed Jun 23, 2026. 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 RISK MITIGATION FUND, L.P. - RISK MITIGATION PLUS INCOME PORTFOLIO

Investment adviser: CAZ INVESTMENTS L.P.

Gross asset value: $10.1M
Beneficial owners: 19
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 BANK OF AMERICA NA CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

GOLDMAN SACHS & CO. LLC
SEC 8-129

JPMORGAN CHASE BANK
LEI 7H6GLXDRUGQFU57RNE97

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Filing source

Form ADV 2041717 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2442053412

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
Name	Reported role
N/A Caz Investments Equity Rmf Lp	Director
Isaiah Massey	Director
Christopher Alan Zook	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1360 Post Oak Blvd Suite 2200
Houston, TX, 77056