United States · What does Caprock invest in?
Caprock invests most often at Series B (100% of the rounds on record).
Caprock highlights
- 01
1 rounds on record
- 02
Mostly Series B: 100% of its rounds
What they do
Caprock is a privately owned multi-family office serving ultra-high-net-worth clients with personalized wealth management, financial planning, and private investments aligned to their goals.From their own website
- Type
- Family office
- Cheque size
- Not stated
- Based in
- Boise, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first1 appearances
- 2018
1 round
- Mar
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration6 named
GTGlenn Thomas MichaelChief Financial OfficeriForm ADV
GAGregory Aaron BrownCo-PresidentiForm ADV
JRJames Richard RockChief Investment OfficeriForm ADV
JRJefferson Richard JewellChief Operating Officer / Chief Compliance OfficeriForm ADV
MKMark Kenneth GustafsonChief Investment Officer ImpactiForm ADV
WGWilliam Gordon GilbertCo-PresidentiForm ADV
We also hold 8 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$12Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- The Caprock Group, LLC
- SEC number
- CRD 124272