The CAPROCK Group - Crunchbase Company Profile & Funding

Q: Where is The CAPROCK Group's headquarters?

The CAPROCK Group is located in Boise, Idaho, United States.

Q: Who invested in The CAPROCK Group?

The CAPROCK Group is funded by TA Associates.

Q: When was the last funding round for The CAPROCK Group?

The CAPROCK Group closed its last funding round on obfuscated from a Private Equity round.

Overview

The CAPROCK Group

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+2 more milestones

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About The CAPROCK Group

CB Rank

230435

The CAPROCK Group is an investment advisor.

Founded

obfuscation

Private

Private Equity

Boise, Idaho, United States

51-100

www.caprock.com/

Venture Capital

Funding Rounds

Private Equity

OBF

obfuscation

Key People

Frank Giuliano: Head of Corporate Development
Past Role: LPL Financial, Vice President of Corporate Development
Gregory Brown: Co-CEO
Past Role: Sienna Corporation, Partner, Vice President

Details

Legal Name

The Caprock Group, LLC

Operating Status

Active

Number of Exits

obfuscation

Company Type

For Profit

Founders

Richard Rock, William Gilbert

About the Company

The CAPROCK Group concentrates on the entire family's balance sheet. Through long-term planning, asset management, and acting as an outsourced they assist the missions of affluent families by bringing structure and order to their financial affairs.

Investor Type

obfuscation

Investment Stage

obfuscation

Phone Number

(800) 344-6458

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Growth Insight

Products & Services

Multi-Family Office Wealth Management

Comprehensive wealth management service for ultra-high-net-worth families, managing all assets and financial aspects holistically.

Private Markets Investment Management

Management and advisory of investments in private equity, venture capital, real estate, and private credit for high-net-worth clients.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - The CAPROCK Group	1	obfuscated obfuscation	TA Associates	Private Equity
obfuscated obfuscation	Private Equity Round - The CAPROCK Group	1	obfuscated obfuscation	TA Associates	Private Equity
obfuscated obfuscation	Private Equity Round - The CAPROCK Group	1	obfuscated obfuscation	TA Associates	Private Equity
obfuscated obfuscation	Private Equity Round - The CAPROCK Group	1	obfuscated obfuscation	TA Associates	Private Equity
obfuscated obfuscation	Private Equity Round - The CAPROCK Group	1	obfuscated obfuscation	TA Associates	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - The CAPROCK Group	1	obfuscated obfuscation	TA Associates	Private Equity
obfuscated obfuscation	Private Equity Round - The CAPROCK Group	1	obfuscated obfuscation	TA Associates	Private Equity
obfuscated obfuscation	Private Equity Round - The CAPROCK Group	1	obfuscated obfuscation	TA Associates	Private Equity
obfuscated obfuscation	Private Equity Round - The CAPROCK Group	1	obfuscated obfuscation	TA Associates	Private Equity
obfuscated obfuscation	Private Equity Round - The CAPROCK Group	1	obfuscated obfuscation	TA Associates	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
TA Associates	Yes	Private Equity Round - The CAPROCK Group	Clara M. Jackson, Roy Burns
TA Associates	Yes	Private Equity Round - The CAPROCK Group	Clara M. Jackson, Roy Burns
TA Associates	Yes	Private Equity Round - The CAPROCK Group	Clara M. Jackson, Roy Burns
TA Associates	Yes	Private Equity Round - The CAPROCK Group	Clara M. Jackson, Roy Burns
TA Associates	Yes	Private Equity Round - The CAPROCK Group	Clara M. Jackson, Roy Burns

Investments

Investment Breakdown

Diversity Investments

Number of Investments

Number of Exits

obfuscation

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Overland AI	—	Series A - Overland AI	obfuscated obfuscation
obfuscated obfuscation	Overland AI	—	Series A - Overland AI	obfuscated obfuscation
obfuscated obfuscation	Overland AI	—	Series A - Overland AI	obfuscated obfuscation
obfuscated obfuscation	Overland AI	—	Series A - Overland AI	obfuscated obfuscation
obfuscated obfuscation	Overland AI	—	Series A - Overland AI	obfuscated obfuscation

Investment Breakdown

Number of Investments

Number of Exits

obfuscation

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Overland AI	—	Series A - Overland AI	obfuscated obfuscation
obfuscated obfuscation	Overland AI	—	Series A - Overland AI	obfuscated obfuscation
obfuscated obfuscation	Overland AI	—	Series A - Overland AI	obfuscated obfuscation
obfuscated obfuscation	Overland AI	—	Series A - Overland AI	obfuscated obfuscation
obfuscated obfuscation	Overland AI	—	Series A - Overland AI	obfuscated obfuscation

Diversity Investments

Number of Diversity Investments

Announced Date	Organization Name	Diversity Spotlight	Funding Round	Money Raised
obfuscated obfuscation	Overland AI	Women Founded	Series A - Overland AI	obfuscated obfuscation
obfuscated obfuscation	Airspace Link	Women Founded	Series B - Airspace Link	obfuscated obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

51-100

Employee Profiles

Board Members and Advisors

Contacts

Employee Profiles

Frank Giuliano Head of Corporate Development
Gregory Brown Co-CEO
William Gilbert Co-Founder and Co-CEO
Jefferson Jewell Chief Operating Officer, Chief Compliance Officer and Managing Director