Caprock

Caprock operates as a multi-family office and Registered Investment Advisory (RIA), providing comprehensive wealth management services to ultra-high-net-worth clients. The firm functions as a full-service outsourced chief investment officer and chief financial officer, employing an endowment-like investment approach. Caprock specializes in private markets, offering expertise and access across private equity, venture capital, real estate, and private credit, while also serving as a recognized leader in impact investing.

The company was co-founded in 2005 by Richard Rock and Matthew Weatherley-White, with Gregory Brown also playing a pivotal role in its development as co-CEO. Their foundational insight stemmed from recognizing the complex financial needs of affluent families, leading to the creation of a sophisticated advisory model that mirrors institutional investment strategies, ensuring highly personalized and integrated financial stewardship.

Caprock serves a discerning clientele of wealthy families and select foundations. Its vision centers on delivering dedicated, aligned wealth management that navigates intricate financial landscapes, empowering clients to achieve long-term objectives that often include both robust financial returns and values-driven impact. The firm aims to be the trusted partner in managing generational wealth.