Corporate information
Overview
Established in 2005, Caprock, a founding B Corporation, is a multi-family office with locations in San Jose, Seattle, Newport Beach, New York, Park City and Boise. The firm is an SEC-registered investment advisor advising on over $7.5 billion in client assets.
Funding rounds
N/A
( )
| Investor | Profile | Country | Notes | |
|---|---|---|---|---|
|
TA Associates Inc | Global growth private equity firm. | Initial investment. |
| Investor | Profile | Country | Notes | |
|---|---|---|---|---|
|
Access Ventures Inc | Venture firm investing across asset classes with focus on SaaS, operating orgs, and real estate. | Initial investment. |
Investment activity status
Active investor