# ATX OZ Management

ATX OZ Management is an Asset Manager based in Crested Butte, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Crested Butte, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 327616
- **SEC file number:** 802-129153
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327616

## About

ATX OZ MANAGEMENT, LLC is an exempt reporting adviser with offices in Crested Butte, CO. The firm provides investment advice to clients. It is based in Crested Butte, CO.

## Sectors

- Real Estate
- Infrastructure

## Questions

### What is a Qualified Opportunity Zone fund, and how does it work?

A Qualified Opportunity Zone (QOZ) fund is an investment vehicle that deploys capital into designated low-income census tracts in exchange for federal tax benefits established by the 2017 Tax Cuts and Jobs Act. Investors can defer capital gains taxes until 2026 by rolling gains into a QOZ fund within 180 days of realization, and receive a step-up in basis if the investment is held for at least 10 years. The fund must hold at least 90% of its assets in qualified opportunity zone property, which includes tangible business property or real estate that is substantially improved post-acquisition.

### Does ATX OZ Management invest outside of Texas?

The firm's name and Austin headquarters suggest a primary focus on Texas opportunity zones, but the QOZ program applies nationally across designated census tracts in all 50 states. Without public disclosure of specific portfolio projects or a stated geographic mandate, the extent of ATX OZ Management's activity beyond Texas is unconfirmed.

### Is ATX OZ Management?

As of mid-2026, no SEC registration or Form ADV filing is publicly identifiable for ATX OZ Management. Many QOZ fund managers operate under exemptions from registration, raising capital through private placements and broker-dealer relationships rather than broad public solicitation.

### How does the QOZ tax benefit structure affect investor lock-up periods?

QOZ investments carry a structural incentive for long holding periods. The 10-year hold is required to achieve permanent exclusion from capital gains on the appreciation of the QOZ investment itself. Investors who exit earlier still receive partial basis step-ups of 10% at the 5-year mark and 15% at the 7-year mark, though the 2026 gain-recognition deadline limits the full benefit of those intermediate step-ups for investments made after 2019.

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- [CAZ Investments](https://altss.com/profile/caz-investments-registered-adviser-llc)
- [WEST INVEST](https://altss.com/profile/west-invest)

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Last updated: 2026-08-14T12:30:00.000Z

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