Sector(s) | Subsector(s) Financial Services | Investment and Wealth Management
Investment Year 2021
Status Current
Location Boise, ID
Region North America

Caprock is a full-service multi-family office / wealth management platform.

Established in 2005, Caprock provides customized wealth solutions for ultra-high-net-worth individuals, families and select foundations. The firm acts as an outsourced chief investment officer and chief financial officer, serving as a trusted partner for those who seek objective advice on the entirety of their balance sheet. Caprock advises on over $8.1 billion in client assets, with a particular focus and expertise in non-public markets. In addition, the firm has maintained a longstanding and principled approach to impact investing. Caprock serves clients from offices in San Jose, Seattle, Newport Beach, New York, Park City and Boise.

In the News

Sep 28, 2021

TA Associates Announces Strategic Growth Investment in Caprock

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