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Caprock Partners Management, Inc.

● SEC registered since 2019CRD 296925SEC# 801-114601Newport Beach, CA
Export (members)
Ranks #2,114 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.63B
Fund GAV
$1.59B
Private funds
13
Employees
54
Accounts
13
Location
Newport Beach, CA

Caprock Partners Management, Inc. assets under management

Caprock Partners Management, Inc. is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2019. It reports $1.6 billion in regulatory assets under management and employs 54 people. Caprock Partners Management, Inc. manages 13 private funds with combined gross assets of $1.6 billion, including Caprock Logistics Development Venture (parallel) L.P. By regulatory assets, it ranks 2,114 of 5,911 private fund managers.

Caprock Partners Management, Inc. private funds

13 funds · $1.59B GAV
FundTypeGross assetsMin.
Caprock Logistics Development Venture (parallel) L.P.Real Estate$459.3M$299.4M
Caprock Logistics Development Venture L.P.Real Estate$356.7M$20M
Caprock Partners Value-Add Industrial Fund III, L.P.Real Estate$246.9M$5M
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Caprock Partners Management, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Craig M. Motichko ControlChief Financial OfficerUnder 5%2020
Gerald Nelson Pharris ControlChairman25-50%2013
James Michael Gill ControlChief Compliance Officer And Vice President Of FinanceUnder 5%2018
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Frequently asked questions

How much does Caprock Partners Management, Inc. manage?

Caprock Partners Management, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Caprock Partners Management, Inc. manage?

Caprock Partners Management, Inc. manages 13 private funds with combined gross assets of $1.6 billion.

How many employees does Caprock Partners Management, Inc. have?

Caprock Partners Management, Inc. reports 54 employees.

Where is Caprock Partners Management, Inc. located?

Caprock Partners Management, Inc. is based in Newport Beach, CA and has been SEC-registered since 2019.

Does Caprock Partners Management, Inc. disclose fund performance?

Caprock Partners Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1300 Dove Street, Suite 200, Newport Beach, CA 92660
Phone949-342-8000
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.63B
Non-discretionary$0
Total (RAUM)$1.63B