Caprock
Company: Caprock
Description: Caprock is a distinguished multifamily office and Registered Investment Advisory (RIA) firm dedicated to serving ultrahigh-net-worth clients. Established in 2005, Caprock operates as a full-service outsourced chief investment officer and chief financial officer, providing comprehensive financial management for 400 affluent families, collectively overseeing more than $11 billion in assets under advisement. The firm is privately held, with a presence in various locations across the United States, including Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, and Winter Park.
Clients of Caprock benefit from the firm's endowment-like investment philosophy, which emphasizes a disciplined and strategic approach. The firm possesses significant expertise in private markets, managing over $4 billion in diverse investments across private equity, venture capital, real estate, and private credit. Furthermore, Caprock stands out as an industry thought leader in the realm of impact investing, showcasing its commitment to generating positive societal and environmental outcomes alongside financial returns.
As an SEC-registered investment advisor and a founding B Corporation, Caprock has garnered recognition for its exceptional services, having been acknowledged as a top advisory firm in its category by esteemed publications such as Barron’s, Financial Advisor Magazine, and USA Today. The information provided on this site aims to offer general insights about Caprock's services and does not constitute a solicitation or offer to sell investment advisory services, except in jurisdictions where the firm is duly registered or where a relevant exemption or exclusion applies. All content is purely for informational purposes and may not encompass a comprehensive description of the available investment services. It is important to note that registration with the SEC does not guarantee a specific level of skill or training. Data is accurate as of March 31, 2024.
Industry: Investment Management
Domain: http://www.caprock.com/
Founded: 2005
Location: Boise, ID
Address: 800 West Main Street, Suite 1150, Boise, ID 83702, US
Size: 51-200 employees
Direct Contacts
Name: Julia Zambataro
Title: Director of Client Experience
Email: Direct Email
Company: Caprock
Phone: (208)-368-9600
Industry: Investment Management
Location: San Jose, California
Name: Richard Rock
Title: Managing Director and Chief Investment Officer
Email: Direct Email
Company: Caprock
Phone: (208)-368-9600
Industry: Investment Management
Location: San Jose, California