Caprock is a full-service multi-family office and 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 $7.7 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, New York, Seattle, Newport Beach, Park City, Austin and Boise.
Financial Services | Investment and Wealth Management