The CAPROCK Group

caprock.com

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 Barron's, Financial Advisor Magazine.