Scale and assets Caprock manages over $16 billion in assets under advisement and reports private markets exposure exceeding $8 billion, indicating a strong opportunity to cross-sell enhanced private markets access, custom reporting, and outsourced CIO/CFO services to family offices seeking sophisticated alternatives.

UHNW focus As a top multi-family office serving ultra-high-net-worth clients with a private, fully outsourced investment and financial leadership model, Caprock presents sales potential for expanded family office solutions, strategic wealth planning, and impact investing advisory across additional UHNW partnerships.

Impact and ESG Caprock is an industry thought leader in impact investing and operates as a founding B-Corporation, signaling openings for targeted ESG products, responsible investing mandates, and integration of sustainable curation across private equity, real estate, and credit allocations for aligned client portfolios.

Geographic reach With a multi-city footprint including Boise, Seattle, San Jose, Newport Beach, and more, Caprock’s distributed model invites cross-regional service add-ons, localized portfolio reporting, and scalable tech-enabled client experience enhancements to deepen engagement across markets.

Technology stack Caprock’s tech stack featuring Salesforce, iCIMS, Azure AD, and analytics tools suggests opportunity to optimize client onboarding, CRM-driven outreach, and data-driven investment recommendations, enabling faster client acquisition and higher retention in a competitive advisory space.