AUM Growth Caprock services over 400 ultra-high-net-worth families with more than 16 billion in assets under advisement, indicating a large potential for tailored outsourced CIO/CF0 services and private markets expansion.

Private Markets With over 8 billion invested in private equity, venture capital, real estate and private credit, there is a clear opportunity to expand advisory and fund access, co-investment programs, and impact-focused investment strategies.

Sustainability Lead Caprock positions itself as an industry thought leader in impact investing and is a founding B-Corporation, opening doors for ESG integrated products, aligned mandate solutions, and client ESG reporting services.

Geographic Reach Multiple office locations across major markets (Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, Winter Park, Denver) present cross-market sales motions, regionalized investment solutions, and local event-based outreach.

Industry Recognition Barron’s and other outlets recognize Caprock as a top advisory firm, which can be used in competitive positioning, targeted prospect outreach, and credibility-building materials for new client acquisition.