AltMountain

CAZ Founders Class - SOF Interest Fund, L.P.

Houston, TX · CIK 2002493

CAZ Founders Class - SOF Interest Fund, L.P. is a private equity fund based in Houston, Texas. According to its most recent Form D, filed Jun 23, 2026, it has sold $90,646,527 of interests to 167 investors since its first sale in Dec 2023. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Isaiah Massey; Christopher Zook; CAZ Investments Equity SOF LP.

Total raised
$90,646,527Cumulative sales reported on Form D
Investors
167
First sale
Dec 27, 2023
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Isaiah Massey; Christopher Zook; CAZ Investments Equity SOF LP
Latest Form D
Jun 23, 2026

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about CAZ Founders Class - SOF Interest Fund, L.P.

What is the minimum investment for CAZ Founders Class - SOF Interest Fund, L.P.?

CAZ Founders Class - SOF Interest Fund, L.P.'s latest Form D, filed Jun 23, 2026, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in CAZ Founders Class - SOF Interest Fund, L.P.?

CAZ Founders Class - SOF Interest Fund, L.P. is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has CAZ Founders Class - SOF Interest Fund, L.P. raised?

CAZ Founders Class - SOF Interest Fund, L.P. reports $90,646,527 sold from 167 investors on its Form D filed Jun 23, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is CAZ Founders Class - SOF Interest Fund, L.P. based?

CAZ Founders Class - SOF Interest Fund, L.P. is based in Houston, Texas.

When did CAZ Founders Class - SOF Interest Fund, L.P. launch?

CAZ Founders Class - SOF Interest Fund, L.P. reports its first sale in Dec 2023.

Size compared with every private equity fund

Raised more than 84% of the 1,472 private equity funds based in Texas, and more than 71% of all 9,142 that report sales.

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