About

Caprock founded in 2005 provides aligned management of complex wealth for ultra-high-net-worth individuals and families. Caprock goes beyond investment execution managing each client’s entire balance sheet for true alignment with their objectives. The firm is a privately held multi-family office with more than $8.6 billion in assets under advisement. Caprock specializes in non-public markets managing more than $4 billion in private market investments. Furthermore Caprock adheres to a longstanding and principled approach to integrated impact investing. The firm serves as a full-service outsourced Chief Financial Officer and Chief Investment Officer offering clients unique portfolios that secure their financial legacy free from Wall Street’s constraints and conflicts. The firm is an SEC-registered investment advisor and a founding B-Corporation with locations in Boise Seattle San Jose Newport Beach Park City New York and Austin.