The THE CAPROCK GROUP, INC. is a privately held investment adviser that advises $12.48Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. THE CAPROCK GROUP, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 137.08% over the last 5-years.
The Group has been registered with the SEC for 23.64 years and is comprised of 1 filing and 1 relying advisers. They operate out of 11 office locations with their Headquarters at 800 WEST MAIN STREET SUITE 1150, BOISE, IDAHO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 67 employees comprised of 38 investment and 29 non-investment staff. The total number of Employees increased by 86.11% over the last 5-years.
Their $12.48Bn in assets advised are owned by 12 private funds, 0 public funds and BDCs and 16 other accounts. Assets of High Net Worth Individuals clients own $11.28Bn or 90.38% of Total Assets and Charitable Organizations own $1.18Bn or 9.48% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing nan% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
THE CAPROCK GROUP, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 12 funds.