Caprock Expands Presence with New Multi-Family Office in Denver

Caprock Opens New Office in Denver for Multi-Family Clients

Caprock, a prestigious multi-family office focused on ultra-high-net-worth clients, has just announced the opening of its new Denver location. This addition is a strategic move aimed at boosting the firm's growth in the region and enhancing its service offerings for both advisors and clients alike. As part of an ambitious expansion plan, Caprock now boasts 10 offices nationwide, underscoring its commitment to serving a diverse clientele.

Marking a significant milestone in its expansion journey, Caprock's Denver office is located at 6312 S. Fiddler's Green Circle in Greenwood Village. According to Bill Gilbert, the Co-CEO of Caprock, this new location is a natural progression from years of service to clients within the Denver market. "We have been dedicated to investing in a team that understands and engages deeply with the local community," said Gilbert. "The opening of an office is a testament to that commitment and our ongoing efforts to enhance client relationships."

The Denver office aims to cater to a wide array of clients, including entrepreneurs, professional investors, impact investors, professional athletes, and families with generational wealth. Leading the way in this new endeavor are prominent figures such as Eric Osmundson, Director and Client Advisor, and Bennie Fowler III, Director of Strategic Development.

Meet the Team
Eric Osmundson, who has been with Caprock since 2015, brings valuable insights from his background as a former professional athlete. His role focuses on fostering relationships with various client types including entrepreneurs and families looking for tailored financial strategies. His extensive experience and local knowledge position him as an integral part of Caprock's activities in Denver.

Bennie Fowler III, another key player in the office's operations, joined Caprock in 2024. His unique perspective, gained from his experience as a certified executive and life coach, allows him to firsthand understand the challenges and opportunities faced by entrepreneurs and athletes. Both Osmundson and Fowler are committed to enriching the financial journeys of their clients.

About Caprock
Founded in 2005, Caprock operates as a full-service outsourced chief investment officer and chief financial officer for over 436 families, managing assets exceeding $16 billion. With a presence in other key cities like Boise, Seattle, San Jose, and New York, Caprock's approach is akin to that of an endowment, giving clients access to private market investments that total about $8 billion. From private equity to venture capital and real estate, Caprock is known for its expertise in a variety of investment avenues.

The firm's comprehensive strategy also emphasizes impact investing, demonstrating its commitment to socially responsible initiatives. As an SEC-registered investment advisor and founding B-Corporation, Caprock continues to set a standard in the wealth management industry.

This new office in Denver symbolizes Caprock's unwavering focus on client growth and local trends. By expanding its footprint into this vibrant market, Caprock not only reinforces its presence but also showcases its dedication to fostering meaningful financial relationships in communities across the nation. With its blend of local expertise and nationwide resources, Caprock is poised to support its growing Denver clientele effectively and professionally.