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 $13 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, Winter Park, and Denver
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, 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 6/30/25.
Company Details
- Employees
- 107
- Founded
- -
- Address
- 800 West Main Street, Suite 1150,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.caprock.com
- Keywords
- 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, wealth management, private investing, generational wealth.
- HQ
- Boise, ID
Caprock Questions
Caprock's website is http://www.caprock.com
Caprock's LinkedIn profile is https://www.linkedin.com/company/caprock-alignedwealth
Caprock has
107 employees.
View email and phone details for 107
employees at Caprock.
Caprock's industry is
Investment Management
Caprock's top competitors are
Ks Partners,
Impactassets,
Impact Capital Managers,
Caprock Investment Partners,
Caprock Partners,
Mariner,
Align Impact,
Shasta Ventures,
Hue Partners,
Cresset.
Caprock's categories are Investment Management
Caprock's founding year is 2005
