Caprock is a family office that serves as the CIO and CFO for ultra-high net worth families. Our team of 37 professionals, across six offices, oversees and advises on more than $7.5 Billion of assets, with a particular focus on private investments. We work closely with approximately 150 families to bring order, structure, and intentionality to every financial decision through thoughtful long-term planning and wealth management. Caprock’s experience and thoughtful approach to all aspects of portfolio management makes 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.