Corporate information


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


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Profile Country Notes
TA Associates Inc Global growth private equity firm. Initial investment.

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

Current team

Past employees

Selected Products / Customers