Caprock is a multi-family office and Registered Investment Advisory (RIA) firm serving ultra-high-net-worth families. It acts as a full-service outsourced chief investment officer and chief financial officer, managing over $11 billion in assets under advisement. The firm specializes in private markets and impact investing.
2005
Privately held
Endowment-like strategy to avoid significant portfolio drawdowns and focus on long-term wealth creation.
Boise, Id, United States
About
Mission
To provide clarity and unlock exceptional investment opportunities, aligning services with clients' vision and financial goals.
Values
Alignment, impartial advice, sustainability, and long-term planning.
Participant Demographics
Serving 411 ultra-high-net-worth families, including entrepreneurs, professional investors, impact investors, athletes, entertainers, business leaders, and generational wealth families.
Track Record
Team Experience
Experts with diverse industry backgrounds.
Notable Achievements
Founding B-Corporation, recognized by Barrons, Financial Advisor Magazine, and USA Today.
Project Track Record
Over $4.7 billion invested in private markets.
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Boise, Id, United States
Legal & Compliance
SEC
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