Caprock Revenue
Investment Management • 
Boise, Idaho, United States • 101-200 Employees
Caprock revenue & valuation
| Annual revenue | $8,555,555 |
| Revenue per employee | $83,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $27,400,000 |
| Total funding | No funding |
Key Contacts at Caprock
Bennie Fowler
Director Of Strategic Development
Jessica Jenkins
Human Resources Director
Sophie Kelly
Associate Director, Impact Investments
Gregory Mech
Managing Director
Jonathan Baum
Independent Board Director
David Solow
Managing Director
Jefferson Jewell
Chief Operating Officer, Chief Compliance Officer And Managing Director
Garrett Dinsmore
Associate Director, Real Assets
Jennifer Couch
Marketing Director
Jeffrey Gumeson
Managing Director
Company overview
| Headquarters | 800 West Main Street, Suite 1150, Boise, ID 83702, US |
| Phone number | +18663115292 |
| Website | |
| NAICS | 5231 |
| SIC | 484 |
| Keywords | Venture Capital, Private Equity, Asset Management, Wealth Management, Impact Investing, Private Investing, Personal Cfo, Family Office, Private Wealth Management, Multi-Family Office, Alternative Assets, Chief Investment Officer, Family Cfo, Generational Wealth, Uhnw Wealth Management |
| Founded | 2005 |
| Employees | 101-200 |
| Socials |
Caprock Email Formats
Caprock uses 5 email formats. The most common is {first name} (e.g., john@caprock.com), used 49.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@caprock.com | 49.2% |
{first initial}{last name} | jdoe@caprock.com | 36% |
{first name}{last name} | johndoe@caprock.com | 9.8% |
{last name}{last name} | doedoe@caprock.com | 3.3% |
About Caprock
Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients. Founded in 2005, Caprock acts as a full-service outsourced chief investment officer and chief financial officer for 400 wealthy families with a total of more than $13 billion in assets under advisement. The firm is privately held with locations in Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, Winter Park, and Denver Caprock's clients benefit from the firm's endowment-like investment approach. The firm has expertise and access to private markets, where it manages more than $4 billion in investments, including private equity, venture capital, real estate and private credit. Caprock also has expertise and is an industry thought leader in impact investing. The firm is an SEC-registered investment advisor and a founding B-Corporation. Caprock has received recognition as a top advisory firm in its category from Barron's, Financial Advisor Magazine, USA Today, and others. This site is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. All content is for informational purposes only and may not constitute a complete description of available investment services. Registration with the SEC does not imply a certain level of skill or training. Data as of 6/30/25.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Caprock has 39 employees across 12 departments.
Departments
Number of employees
Funding Data
Caprock has never raised funding before.
Caprock Tech Stack
Discover the technologies and tools that power Caprock's digital infrastructure, from frameworks to analytics platforms.
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Spain
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Frequently asked questions
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