# Caprock: portfolio, investments and team > Caprock is a family office based in United States. 1 investment on record, latest Mar 2018. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/caprock (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Caprock Last cheque observed Mar 2018. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet New fund, Sept 2022 Family office Series B Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **3148** days **00** hrs **00** min **00** sec Median round **$7.5M** Rounds led **0 of 1** Pitch Caprock ## 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 first **1 appearances** - **2018** 1 round - **Mar** **[SeamlessDocs](https://millionrounds.com/company/seamlessdocs)** Series B · US · FinSMEs **$7.5M** With 6 others 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 registration **6 named** GT **Glenn Thomas Michael** Chief Financial Officer i Form ADV GA **Gregory Aaron Brown** Co-President i Form ADV JR **James Richard Rock** Chief Investment Officer i Form ADV JR **Jefferson Richard Jewell** Chief Operating Officer / Chief Compliance Officer i Form ADV MK **Mark Kenneth Gustafson** Chief Investment Officer Impact i Form ADV WG **William Gordon Gilbert** Co-President i Form 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 **$12B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** The Caprock Group, LLC - **SEC number:** CRD 124272 New fund on file **Raised** a new fund in Sept 2022 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Series B Median round joined **$7.5M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Mar 2018 Rounds by stage said on their site - Series B *1* **Pitching Caprock?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Caprock ### What does Caprock invest in? Caprock invests most often at Series B (100% of the rounds on record). ### How active is Caprock? 1 investments on record, 0 of them in the last 12 months. The most recent was in Mar 2018. ### What has Caprock invested in recently? Its most recent investments on record: SeamlessDocs (Series B, Mar 2018). ### How big are Caprock's cheques? The median round it joins is $7.5M. ### Is Caprock investing now? No investments in the last 12 months; the latest was in Mar 2018. ### What kind of investor is Caprock? Caprock is a family office based in Boise, United States. ### How much does Caprock manage? About $12B, as regulatory assets under management (Oct 2026). ### Has Caprock raised a new fund? Its latest fund filing with the SEC was in Sept 2022. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=caprock) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=caprock)