CAZ Strategic Opportunities Fund, which had a 30.6% allocation to secondaries as of Q3, according to SecondaryLink's Evergreen Screener, has now surpassed $500 million in assets.
The partnership will also develop products for wealth investors, beginning with an evergreen private equity secondaries fund expected in the coming weeks.
We highlight key features of the newly registered interval fund, which will combine public growth investments with private-market exposure, including secondaries and co-investments.
The ETF provider has hired Alessio de Longis to head its new Active Investments platform and Hyuk Soo Han to help lead its private equity secondaries efforts.
The SEC application would allow ARK-advised funds to add exchange-listed and tokenized share classes, giving investors another way to access the secondary market.
Two CAZ funds are now available through the SoFi Invest platform, covering themes including GP stakes, professional sports, energy infrastructure, space, and defense.