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Caprock Snapshot
5 OfficesLocations
Caprock is a family office serving as the CIO and CFO for more than 150 ultra-high net worth families. Our team of 35 professionals, across six offices, oversees and advises on more than $8 Billion of assets, with a particular focus on private investments. We work closely with the families we serve to bring order, structure, and intentionality to every financial decision through thoughtful long-term planning and wealth management. Caprock’s deep experience and thought leadership in all aspects of portfolio management make us well-suited to assist the families we serve in achieving their long-term goals and objectives.
Caprock is privately owned with locations in San Jose, New York, Seattle, Newport Beach, Park City, and Boise.
Caprock is privately owned with locations in San Jose, New York, Seattle, Newport Beach, Park City, and Boise.
