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Caprock’s investment approach and toolbox is well-suited for clients with investable assets in excess of $5 million. This is due to our expertise in non-public markets where proper diversification and liquidity management is paramount, as well as Qualified Purchaser regulations imposed by the Securities and Exchange Commission (SEC). If you’d like to learn more, we encourage you to get in touch.
We are ready to serve your family.
Let’s connect.
- GENERAL INQUIRIES
- 208-368-9600
- info@caprock.com
- MEDIA INQUIRIES
For an interview with any of our industry experts, please contact: Jefferson Jewel
Newport Beach
450 Newport Center Drive, Suite 280
Newport Beach, CA 92660
- T: 949-891-0039
- F: 949-824-2115
San Jose
1100 Lincoln Avenue, Suite 353
San Jose, CA 95125
- T: 408-626-8613
- F: 408-608-1902
Seattle
7525 Southeast 24th Street, Suite 640
Mercer Island, WA 98040
- T: 206-691-1900
- F: 206-260-0202
Boise
800 West Main Street, Suite 1150
Boise, ID 83702
- T: 208-368-9600
- F: 208-368-9602
Park City
1389 Center Drive, Suite 110
Park City, UT 84098
- T: 435-200-6990
- F: 435-200-6991
NEW YORK
156 5th Avenue, Suite 804
New York, NY 10010
- T: 408-796-4485
- F: 408-608-1902
Austin
New office opening soon!
- T: 737-667-5967
- F: