Ca

Caprock

Investment-Management

Boise, ID
United States
Company Tagline

Aligned Wealth.

Industry Category
Investment-Management
Company Description

Caprock is a leading investment management firm committed to providing comprehensive financial solutions to ultra-high-net-worth clients. With a strong foundation built since 2005, Caprock delivers exceptional service as an outsourced chief investment officer and chief financial officer, managing a substantial portfolio of assets for numerous affluent families.

Located at Primary: 800 West Main Street, Suite 1150, Boise, ID 83702, US, and with additional locations including 7525 Southeast 24th Street, Suite 640, Mercer Island, WA 98040, US; 1100 Lincoln Ave, Suite 353, San Jose, California 95125, US; 1389 Center Drive, Suite 110, Park City, UT 84098, US; 450 Newport Center Drive, Suite 280, Newport Beach, CA 92660, US; 156 5th Avenue, Suite 804, New York, NY 100010, US; Austin, Texas, US, Caprock prides itself on its endowment-like investment strategy, offering clients access to diverse private markets, including private equity, venture capital, real estate, and private credit. Caprock is also an industry thought leader, demonstrating expertise in impact investing.

Caprock’s dedication to excellence and client satisfaction has earned the firm recognition as a top advisory firm. Caprock continues to uphold its reputation by providing tailored financial strategies and fostering lasting relationships with its clients. We invite the manager of Caprock to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

Key Personnel / Employees
Nick Flores William G. Gilbert Jr. Gregory Brown Glenn Michael Nicki Northcott (Aligned Wealth | Helping high net worth individuals and families | Doing what is in the best interest of the client - always)

Compare Companies Side by Side

Compare Caprock with 3 companies in Investment-Management

4 Companies
Comparison Field
Ca
Caprock
Main Company
Sesame Financial Group
Sesame Financial Gro...
View Profile
Ocean Investment
Ocean Investment
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Point Hope Group
Point Hope Group
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Founded Year
2014 2018 2010
Company Size
11-50 11-50 11-50
City
Boise, ID Berlin, BE
Country
United States Germany
Skills & Keywords Comparing with main company
20 Total Skills
Wealth Management Private Equity Venture Capital Investment Advisory Financial Solutions Private Wealth Management Alternative Assets wealth management private wealth management personal CFO chief investment officer venture capital multi-family office family office uhnw wealth management alternative assets family CFO impact investing asset management private equity
1 Total 1 Unique
Unique Skills:
structured products
1 Total 1 Unique
Unique Skills:
alternative investments
22 Total 22 Unique
Unique Skills:
disciplined investments distressed credit diversification forestry hedge fund leveraged buyouts +16
4
Total Companies
2010
Oldest Founded
2
Countries
44
Unique Skills

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Alternative Company Names

This company is also known as

Caprock 顶石 कैपरॉक كابروك Капрок