CAPROCK is a fund manager in Boise with $5.58 bn assets under management.
Company profile
Website
Employees
Location
Industry
SEC CIK
IRS number
470899236
SEC advisor number
801-61642
FINRA CRD number
124272
AUM ?
$5.58 bn
(as of 1 Dec 21)
Accounts
255
(as of 1 Dec 21)
Employees
36
(24 investment advisory or research)
Address
CAPROCK
805 WEST IDAHO STREET
SUITE 200
BOISE
ID 83702
805 WEST IDAHO STREET
SUITE 200
BOISE
ID 83702
Office hours
Monday - Friday, 7:30 A.M. - 4:30 P.M.
Phone
208-368-9600
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Gustafson, Mark, Kenneth | Chief Investment Officer Impact | 01/2004 | 5-10% |
Rock, James, Richard | Chief Investment Officer | 08/2005 | < 5% |
Gilbert, William, Gordon | Co-president | 08/2005 | 5-10% |
Brown, Gregory, Aaron | Co-president | 01/2007 | 5-10% |
Jewell, Jefferson, Richard | Chief Operating Officer / Chief Compliance Officer | 09/2015 | < 5% |
Michael, Glenn, Thomas | Chief Financial Officer | 07/2018 | < 5% |
Ta/tcg Holdings, LLC | Unit Holder | 10/2021 | 50-75% |
TCG Holdings, Inc. | Unit Holder | 10/2021 | 25-50% |
TCG Incentive Plan, LLC | Unit Holder | 10/2021 | 5-10% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
the Caprock Group, Inc. | $5.58 bn | |
TCG Partners Fund I, LLC, | $2.02 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
7 Oct 21