Caprock

Caprock is a multi-family office Registered Investment Advisory (RIA) that caters to ultra-high-net-worth clients. Established in 2005, the firm acts as an outsourced chief investment officer and chief financial officer for 400 wealthy families with over $11 billion in assets under advisement. With multiple locations, including Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, and Winter Park, Caprock provides a broad range of services.

Clients of Caprock benefit from an endowment-like investment approach, leveraging the firm's expertise in private markets, especially in private equity, venture capital, real estate, and private credit, where it manages over $4 billion in investments. Additionally, the company is a thought leader in impact investing, being an industry expert in this area. As an SEC-registered investment advisor and a founding B-Corporation, Caprock has been recognized as a top advisory firm by reputable entities such as Barrons, Financial Advisor Magazine, and USA Today.

Note: This site provides general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where 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.