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The Caprock Group, LLC

● SEC registered since 2002CRD 124272SEC# 801-61642Boise, ID
Export (members)
Reg. AUM
$10.15B
Employees
64
Accounts
408
Location
Boise, ID

The Caprock Group, LLC assets under management

The Caprock Group, LLC is an SEC-registered investment adviser based in Boise, ID. The firm has been registered since 2002. It reports $10.1 billion in regulatory assets under management and employs 64 people.

The Caprock Group, LLC owners & executives

9 reported
NameTitleOwnershipSince
Glenn Thomas MichaelChief Financial OfficerUnder 5%2018
Gregory Aaron Brown ControlCo-President5-10%2007
James Richard Rock ControlChief Investment OfficerUnder 5%2005
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Frequently asked questions

How much does The Caprock Group, LLC manage?

The Caprock Group, LLC reports $10.1 billion in regulatory assets under management on its Form ADV.

How many employees does The Caprock Group, LLC have?

The Caprock Group, LLC reports 64 employees.

Where is The Caprock Group, LLC located?

The Caprock Group, LLC is based in Boise, ID and has been SEC-registered since 2002.

Does The Caprock Group, LLC disclose fund performance?

The Caprock Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address800 West Main Street, Suite 1150, Boise, ID 83702
Phone(208) 368-9600
Fax(208) 368-9602
Office hours7:30 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$9.9B
Non-discretionary$250M
Total (RAUM)$10.15B