The Caprock Group - aVenture Asset Manager Research
Location
Boise, ID, US
Founded
2005
The Caprock Group is a comprehensive investment advisor focusing on affluent families' entire financial portfolios. They specialize in long-term planning, asset management, and structured wealth management, offering clarity and access to exclusive investment opportunities. The firm manages a significant portfolio, with billions under advisement and substantial investments in private markets.
Caprock emphasizes impact investing, deploying considerable capital with intentionality towards sustainable and socially responsible investments. They serve a select group of families, providing tailored solutions to navigate the complexities of wealth management. Notable investments include Airspace Link, demonstrating their interest in innovative technology sectors.
The Caprock Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
