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CAPROCK PARTNERS

Business and Investment Profile

The CAPROCK PARTNERS is a privately held investment adviser that advises $1.52Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. CAPROCK PARTNERS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 43.88% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 7.51 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1300 DOVE STREET SUITE 200, NEWPORT BEACH, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 50 employees comprised of 14 investment and 36 non-investment staff. The total number of Employees increased by 28.21% over the last 5-years.

Asset Profile

Their $1.52Bn in assets advised are owned by 13 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.52Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Infrastructure and Real Estate, representing 58.54% and 41.46% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $88.13K in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

CAPROCK PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CAPROCK PARTNERS

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Keywords: Caprock Partners, Caprock Partners Management, Caprock
Generated 2026-09-12T06:49:06.0267784.  © 2026 Convergence.