The Caprock Group

EST. AUM
$12,479,071,631

CONTACTS
14

CLIENT ACCOUNTS
436

Firm Details

Metro area Boise
CRD Number 124272
Website caprock.com
Client types

Overview

The Caprock Group, LLC is a registered investment advisor offering services such as private wealth management, family office, and advisory services. Based in Boise, Idaho, the firm manages over $13.89 billion in assets. They emphasize fee-only advisory, avoiding performance-based fees. Caprock is a multifamily office that emphasizes customized investment solutions designed to treat each client as though they were operating their own single-family office. Rather than relying on model portfolios or standardized allocations, the firm works closely with advisors and families to build portfolios that reflect each client’s unique goals, liquidity needs, and risk tolerance. Caprock’s investment platform is broad, spanning both public and private markets, with particular strength in alternative investments such as private equity, venture capital, private credit, hedge funds, and real assets. On the public side, the firm leverages advanced technology platforms to create tax-efficient and characteristic-driven equity and credit portfolios, often going beyond simple ETF and mutual fund solutions to deliver more tailored exposures.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

The Caprock Group

Platform Details

Investment Preferences

Alternative Activity

Address

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