Caprock, founded in 2005, provides aligned management of complex wealth for ultra-high-net-worth individuals and families. Caprock goes beyond investment execution, managing each client’s entire balance sheet for true alignment with their objectives. 

The firm is a privately held, multi-family office with more than $8.6 billion in assets under advisement. Caprock specializes in non-public markets, managing more than $4 billion in private market investments. Furthermore, Caprock adheres to a longstanding and principled approach to integrated impact investing. The firm serves as a full-service outsourced Chief Financial Officer and Chief Investment Officer, offering clients unique portfolios that secure their financial legacy, free from Wall Street’s constraints and conflicts. 

The firm is an SEC-registered investment advisor and a founding B-Corporation with locations in Boise, Seattle, San Jose, Newport Beach, Park City, New York, and Austin. This site is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. All content is for informational purposes only and may not constitute a complete description of available investment services. Registration with the SEC does not imply a certain level of skill or training. Data as of 6/30/23.


Family

Investment Management

Caprock

Caprock's headquarters in Boise, ID, United States

Bill Gilbert

Natalie Holm

Whitney Warmack

Richard Rock

Gregory Mech

Jefferson Jewell

The Client Advisory Team at Caprock is dedicated to delivering exceptional and personalized service to ultra-high-net-worth clients. This team works collaboratively to understand clients' financial objectives and coordinate comprehensive wealth management strategies, ensuring that all aspects of their financial landscape are aligned. By providing tailored advisory services and facilitating seamless communication, the team strives to enhance the client experience and support the achievement of long-term financial goals.

Client Advisory Team

The Leadership Team at Caprock is responsible for setting the strategic vision and direction of the firm, ensuring alignment with the complex wealth management needs of ultra-high-net-worth clients. Comprised of experienced executives across key functional areas, the team drives initiatives in investment strategy, operational excellence, and compliance, while fostering a culture of integrated impact investing. Their collaborative approach enhances the firm’s ability to deliver tailored financial solutions and maintain strong client relationships.

Leadership Team

The Investment Team at Caprock is dedicated to crafting and managing customized investment strategies for ultra-high-net-worth clients, focusing on private markets and impact investing. By leveraging deep industry research and analysis, the team identifies unique investment opportunities that align with clients’ financial goals and values, while also providing oversight and coordination of the entire investment portfolio to ensure optimal performance and legacy preservation.

Caprock

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Teams

Client Advisory Team

Leadership Team

Investment Team

Offices

Caprock

Org chart

Teams

Client Advisory Team

Leadership Team

Investment Team

Offices

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