Established in 2005, Caprock is built on the belief that there is a better way to manage wealth. The firm is a privately-owned multi-family office with locations in San Jose, New York, Seattle, Newport Beach, Park City, Austin and Boise. With balance sheets as complex as corporations, financially successful families flourish when aligned with an objective partner. Caprock is uniquely positioned to serve this role, protecting and growing wealth by focusing on all aspects of a family’s balance sheet. We support wealthy families’ missions by bringing structure and order to their financial affairs through long-term planning and asset management, acting as an outsourced chief investment officer and chief financial officer.
Caprock advises on over $8 billion in client assets, with a particular focus and expertise in non-public markets. In addition, we are a market leader with a longstanding and principled approach to impact investing, having deployed over $2 billion in impact-oriented capital across all asset classes.
