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Location Headquarters
One Riverway, Suite 2000
Houston, TX 77056
Phone 713.403.8250 main
866.726.4263 toll free

Step 1 of 3

Investor Type*

Full Name*

Email Address*

Phone Number*

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Phone Number

City of Primary Residence*

Firm Name

Referral Source

Step 2 Choose

Qualification Module*

I am a Qualified Purchaser

A Qualified Purchaser is someone who has an investment portfolio of $5 million or more, excluding their primary residence. For clarity this does NOT mean that you are required to invest $5 million. This simply means that you hit the Government threshold that allows you to access all private investment funds.

I am an Accredited Investor

An Accredited Investor is a person who has either an annual income of $200,000 individually (or $300,000 if filing jointly) OR has net worth of at least $1 million, excluding their primary residence. For clarity, this does NOT mean you are required to invest $1 million, this simply means you meet the Government threshold to access certain funds.

I am Non-Accredited

I don’t currently meet the criteria above.

ONE FINAL STEP! Please click Submit to confirm your submission. A CAZ Team Member will be in touch shortly.

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