Caprock Email Format

Investment ManagementIdaho, United States51-200 Employees

Caprock is a multi-family office and registered investment adviser that serves ultra-high-net-worth families. Founded in 2005, the firm acts as an outsourced chief investment officer and outsourced chief financial officer for more than 400 families with over $16 billion in assets under advisement. It emphasizes an endowment-like investment approach and maintains expertise in private markets, overseeing more than $8 billion across private equity, venture capital, real estate, and private credit; the company is privately held with offices in Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, Winter Park, and Denver.

Caprock is a founding B-Corporation and is recognized as a thought leader in impact investing, with coverage by outlets such as Barron's, Financial Advisor Magazine, and USA Today. The firm operates as a national advisory platform, with SEC-registered status shaping its governance and fiduciary framework.

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