CAZ Investments Portal

Portfolio & Fund Access

Free · Designed for iPad. Not verified for macOS.

Stay connected to your CAZ Investments wherever you are. The CAZ Investments Investor Portal is a private, secure mobile application designed exclusively for existing CAZ Investors. Monitor your portfolio, review capital activity, access documents, and stay informed with CAZ market commentary, all from your iPhone or iPad. PORTFOLIO OVERVIEW View total and estimated market value across your investments Track market value history with period filters (3M, 6M, YTD, 1Y, 3Y, 5Y, All Time) Review net capital activity over selected periods Analyze allocation across investing entities Access investment-level detail, including commitment, contributions, distributions, redemptions, performance, and market value CAPITAL ACTIVITY Monitor cash flow by period, including subscriptions, capital calls, distributions, and redemptions View transaction history by fund or investing entity Track capital calls, including outstanding balances and amounts due DOCUMENTS Securely access statements, tax documents (including K-1s), and capital notices Download or share documents via iOS YOUR CAZ TEAM Contact your Investor Relations and Investment Strategies professionals MARKET INSIGHTS & EVENTS Access CAZ commentary, letters, and updates Stay informed on upcoming events and key dates SECURITY & PRIVACY Secure OAuth 2.0 authentication with PKCE Credentials stored only in your device’s secure Keychain Data is retrieved from secure infrastructure and not stored on your device IMPORTANT INFORMATION This application is intended solely for existing CAZ Investments clients and authorized users. It is not an offer to sell or a solicitation to buy any security. Access requires valid credentials. Information is provided for informational purposes only and should not be relied upon as investment, legal, accounting, or tax advice. Please consult your own advisors. Portfolio values, performance metrics, and other data may be estimated, unaudited, and subject to change. Information is derived from sources believed to be reliable, but accuracy and completeness are not guaranteed. Estimated market values may reflect activity after the most recent reporting period and are provided for convenience only. Official records are available in investor statements. Amounts shown may be subject to rounding and may not reconcile precisely. Contributions, distributions, and other activity may include transfers to or from other CAZ investments and may include non-cash activity. Past performance is not indicative of future results. Information presented should not be used for tax reporting purposes. New to CAZ? Visit cazinvestments.com to learn more.

Ratings & Reviews

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• Capital Call Forecast is now available to all Partners, showing projected capital calls by fund and year. • New Ledger Transactions view on each investment, showing market value, performance, contributions, distributions, and redemptions by effective date. • You can now submit a support request directly from the app, including file attachments, and track its status. • Loans now have their own tab for Partners with an active loan facility. • Borrowing Capacity now appears on your Investments summary. • Search now covers Media & Insights articles and your support requests. • Layout and display refinements throughout.

Version 1.4

The developer, FivePin, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • Identifiers

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Financial Info
    • Contact Info
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • FIVEPIN, INC.
Size
  • 49.4 MB
Category
  • Finance
Compatibility
Requires iOS 16.4 or later.
  • iPhone
    Requires iOS 16.4 or later.
  • iPad
    Requires iPadOS 16.4 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2026 CAZ Investments LP
  • Developer Website
  • Privacy Policy

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