Caprock Family Office
Caprock operates as a multi-family office and registered investment advisor that provides comprehensive wealth management services, including financial planning, estate and tax advisory, cash flow forecasting, and investment management across public and...
Caprock Family Office
Caprock operates as a multi-family office and registered investment advisor that provides comprehensive wealth management services, including financial planning, estate and tax advisory, cash flow forecasting, and investment management across public and private asset classes. The firm focuses on private investments such as private equity, venture capital, direct deals, real assets, and impact strategies, while acting as an outsourced chief investment officer and chief financial officer. Caprock serves ultra-high-net-worth individuals, families, foundations, business leaders, government officials, and professional athletes.
General information
Firm type
Family Office (Unspecified)
Year founded
—
AUM
—
Location
Region
—
Country
—
City
Newport Beach
Corporate office
—
Frequently asked questions
What is Caprock Family Office?
Caprock Family Office is a family office (unspecified) headquartered in Newport Beach.
Where is Caprock Family Office headquartered?
Caprock Family Office is headquartered in Newport Beach.
What does Altss track for Caprock Family Office?
Altss maintains an OSINT-verified profile of Caprock Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Caprock Family Office?
Caprock Family Office is classified by Altss as a Family Office (Unspecified).
How does Altss source intelligence on Caprock Family Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Caprock Family Office?
Caprock Family Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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