Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients. Founded in 2005, Caprock acts as a full-service outsourced chief investment officer and chief financial officer for 400 wealthy families with a total of more than $11 billion in assets under advisement. The firm is privately held with locations in Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, and Winter Park.
Caprock's clients benefit from the firm's endowment-like investment approach. The firm has expertise and access to private markets, where it manages more than $4 billion in investments, including private equity, venture capital, real estate and private credit. Caprock also has expertise and is an industry thought leader in impact investing. The firm is an SEC-registered investment advisor and a founding B-Corporation. Caprock has received recognition as a top advisory firm in its category from Barrons, Financial Advisor Magazine, USA Today, and others.
This site is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. All content is for informational purposes only and may not constitute a complete description of available investment services. Registration with the SEC does not imply a certain level of skill or training. Data as of 3/31/24.
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Industry
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Investment Management
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Company size
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51-200 employees
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Headquarters
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Boise, ID
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Type
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Privately Held
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Founded
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2005
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Specialties
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alternative assets, private equity, venture capital, private wealth management, asset management, family CFO, chief investment officer, impact investing, family office, multi-family office, personal CFO, uhnw wealth management, and wealth management
