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

Bill Gilbert

Whitney Warmack

Richard Rock

Mark Berryman

Jeffrey Gumeson

Gregory Mech

Nick Flores

Christopher Schelling

Jessica Muir

Jennifer Couch

Jefferson Jewell

Natalie Holm

Chris Schelling

Glenn Michael

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

Client Advisory Team

Investment Team

Leadership Team

About

Team members

Other teams at Caprock

Client Advisory Team

Investment Team