CAPROCK PARTNERS MANAGEMENT, INC.

RIASEC RegisteredEst. 2019
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$117M
Accounts
13
Employees
50
Advisory reps
5

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
296925
Registered since
January 28, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Caprock Partners Management, Inc. is a manager focused on pooled real estate investment vehicles that serve institutional clients. The firm functions as sponsor and general partner (also acting as managing member) for its funds, which indicates an operational role in deal sourcing, asset management and capital raising rather than passive capital allocation to external managers. Its advisory activity is concentrated on portfolio management for pooled investment vehicles, and its fee model combines a percentage-of-assets approach with performance‑based fees, aligning economics with fund-level performance. The firm does not position itself as an ESG investor, is not a multi‑state adviser for regulatory purposes, and is not structured as a pension consultant or related adviser. Caprock Partners Management, Inc. has been SEC‑registered since 2019 and is owned by an individual owner type. Its client base is institutional, and its business model centers on running closed‑end or commingled real estate funds rather than providing broad retail or direct advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CRAIG MOTICHKO

    Chief Financial OfficerCRD 7245978

Contacts

3 of 4
  • GERALD PHARRIS

    Co-Founder and ChairmanCRD 1465208

  • JAMES GILL

    Vice PresidentCRD 7054325

  • PATRICK DANIELS

    Co-FounderCRD 7049083

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
1300 Dove St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth