Caprock Group
Caprock Group manages over $11.3 billion in assets, serving 403 families with services in wealth management, private investing, and integrated impact investing across multiple offices in the United States.
Company Overview
Caprock Group is a wealth management firm that manages over $11.3 billion in assets under advisement. The firm serves 403 families, offering a multi-family office approach to wealth management. Caprock Group has invested $4.7 billion in private markets, with $2.3 billion deployed with impact intentionality.
Services
Caprock Group provides various services tailored to managing complex wealth, private investing, and integrated impact investing. These services are designed to meet the unique needs of high-net-worth families. By leveraging a multi-family office approach, the firm ensures a comprehensive and cohesive wealth management experience.
Impact Investing
Caprock Group focuses on impact investing, having deployed $2.3 billion with intentionality in this area. The firm's approach integrates social and environmental considerations into their investment strategies, striving to generate positive outcomes alongside financial returns.
Private Market Investments
Caprock Group has committed $4.7 billion to private market investments. These investments are part of the firm's broader strategy to diversify and optimize the portfolios of their clients. Their expertise in private markets allows for tailored investment solutions that align with clients' long-term goals.
Locations
Caprock Group operates offices across various locations in the United States, including Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, and Winter Park. These strategic locations enable the firm to serve a broad client base effectively and provide local expertise.