Caprock
A multi-family office partner helping steward capital toward alignment, where financial return and intentional impact live in one pocket.
Our role: Outside manager / strategic partner
Type: Privately owned multi-family office (SEC-registered investment advisor)
Focus: Multi-family office services, private investing, and integrated impact investing
Caprock is an outside managers Access Ventures partners with to steward capital. A privately owned multi-family office serving families and institutions with complex wealth, Caprock builds portfolios across public and private markets while treating impact not as a separate carve-out but as an integrated discipline, the same conviction that has guided our own "one-pocket" approach from the beginning.
Why We Partner With Them
We've long held that thinking about investments in purely fiscal terms doesn't capture the true depth of resource stewardship. Every dollar touches people, communities, and the world around it so the question is never only whether capital is invested well, but whether it is invested in service of what we value.
Caprock shares that posture. Its integrated impact investing practice lets mission-aligned capital pursue financial performance and intentional outcomes together, across the full portfolio rather than at the margins. For an organization like ours where the endowment, the foundation, and our operating capital all ladder up to a single mission of human flourishing, a manager who can hold return and values in one frame is a genuine partner, not just a vendor.
Who They Are
Caprock brings congruency to complex wealth. Rather than executing trades in isolation, the firm manages the entire balance sheet (balancing lifestyle and liquidity needs while delivering a full financial picture in a single view) and opens access to investment opportunities across six distinct public and private asset classes, including private markets that are typically hard to reach.
By its own most recent reporting, Caprock stewards:
$17 billion in assets under advisement
$8.1 billion invested in private markets
$2.2 billion deployed with impact intentionality
468 families served
Headquartered in Boise, Caprock operates from offices across the country, including Seattle, Denver, Austin, Chicago, New York, Newport Beach, San Jose, Scottsdale, Park City, and Winter Park.
The Alignment that Matters
Trust is the currency of this work. We partner with managers who have demonstrated both the skill to deliver results and the conviction to align capital with purpose. Caprock's discipline, its bespoke approach to complex wealth, and its commitment to impact make it a natural partner in the ongoing task of investing toward a more dynamic, resilient, and equitable economy.
Learn more at caprock.com.
Figures reflect Caprock's most recently published data (assets under advisement, private markets, and families served as of 6/30/26; impact deployment as of 3/31/26). Caprock is an independent, SEC-registered investment advisor; registration does not imply any particular level of skill or training.
Keep Exploring
Community flourishes when capital, people, and institutions move together.
Explore more on this topic — recommended episodes, posts, portfolio companies, and resources below:
More Than Profit podcast episodes
other blog posts
resources for download
Economic agency is shaped by systems.
It is shaped by who can access capital, who can take risk without losing stability, and who can participate in ownership. And because agency is shaped by systems, it is also shaped by place.
At Access Ventures, we believe a flourishing regional economy requires more than isolated investment. It requires intentional alignment through blended finance. Because we do not flourish alone.