CAZ Investments
Geoff Crumrine is a seasoned financial professional currently serving as the Managing Director of Capital Formation at CAZ Investments since April 2024. Previously, Geoff held the position of Partner and Head of Client Experience at Bridgeway Capital Management, overseeing strategic direction in sales and client relations from May 2020 to April 2024. Geoff has also served as Partner and Head of Distribution at NXG Investment Management, focusing on institutional and retail business development from September 2014 to May 2020. Prior roles include Senior Vice President and Head of Global Institutional at OppenheimerFunds and various relationship management positions at Fidelity Investments and Bank of America. Academically, Geoff earned an MBA in Finance and Management, graduating summa cum laude from Babson F.W. Olin Graduate School of Business, and holds a BA in Economics from Furman University.
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CAZ Investments
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AZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since their inception, they have focused their efforts on finding excellent opportunities to invest their personal money and then providing the ability for their clients to co-invest with us. They exist to provide Access toInnovative Investments.Over the years they have evolved their business model to be quite different than the vast majority of other investment management companies in a couple of ways.First, they always invest their personal capital alongside their clients. They have more than $100mm of their personal capital committed to their investment vehicles. They provide access to their clients to co-invest with us in these vehicles that they believe will provide the best opportunities for their family’s money.Second, because of the scale of the investments that they make, they have access to opportunities that would otherwise not be available to families with less than $250mm - $500mm of investable assets. Quite simply, there are many investments that they can provide for their clients that they could never access on their own.