Family Office

The Caprock Group

The CAPROCK Group is a multi-family office with over $2.5 billion in assets under advisement that leverages the unique backgrounds of its team to develop and execute customized financial solutions. CAPROCK plays the role of Chief Financial Officer (CFO) for client families with the objective of preserving and growing t

Headquarters
San Jose, CA, USA
Asset classes & sectors
Generalist

Decision-makers

Greg B. Robinson
Managing Director
Natalie Holm
Vice President
Erik Jensen
Senior Associate
Jay Page
Co-Founder & Chief Executive Officer
Mark Gustafson
Managing Director
Jeffrey Friedstein
Co-Founder
Jefferson Jewell
Chief Operations Officer
Jeffrey, Gumeson
Managing Director
Richard Rock
Managing Director & CIO
Gregory A. Brown
Partner
cschelling@caprock.com
Director of Private Investments
Natalie D. Holm
Vice President
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