#United States #New Jersey #Investment #Livingston #Caprock

Caprock Enhances Its New York Area Operations

Caprock, a well-known multi-family office and Registered Investment Advisor (RIA), has recently announced a significant expansion of its operations in the Greater New York area. The firm has moved into a larger office in Livingston, New Jersey, designed to accommodate its growing team of advisors and respond to the increasing needs of ultra-high-net-worth (UHNW) clients. This strategic move highlights Caprock's dedication to providing top-tier service for affluent families in the region, a hub for finance and investment.

Greg Brown, Co-CEO of Caprock, emphasizes the firm's ongoing commitment to enhancing its capabilities for serving the intricate needs of UHNW families. “Strengthening our investment and advisor teams in locations close to our clients and partners is central to that mission,” he stated. The New York metropolitan area has emerged as a crucial center not just for finance but also for talent and insights critical to their investments. Caprock has built a significant presence in this region over the years and continues to invest in its growth alongside its esteemed partners and clients.

New Office and Leadership Team

The new Livingston office is set to host an expanding team comprised of skilled advisors and investment professionals. Some key figures include:

• - Vivek Jindal, Chief Investment Officer, who oversees the investment strategies and ensures access to premier investment opportunities.
• - Tim Simon, Director and Client Advisor, who brings extensive experience in financial analysis and capital market strategies, working closely with UHNW families and single-family offices.
• - Ryan Smith, Director of Public Markets, specializing in the firm's public securities strategies.
• - Sophie Kelly, Director of Impact Investments, focusing on evaluating impact-related funds and investments.

Tim Simon remarked that the Livingston area, along with nearby regions, has witnessed significant growth in both residential and business sectors, driven by trends among UHNW families considering lifestyle changes. He expressed enthusiasm for continuing to serve clients in the expansive New York market and fostering brand growth to reach more families and entrepreneurs.

Caprock’s Comprehensive Services

Founded in 2005, Caprock stands as a powerful player in the finance sector as a registered multi-family office advisor. The firm serves a clientele of 435 wealthy families, managing over $16 billion in assets under advisement. Caprock operates as a full-service investment and financial advisory partner, providing both Chief Investment Officer and Chief Financial Officer services.

Its investment philosophy resembles that of an endowment model, leveraging significant expertise in private markets, where it oversees an impressive $8 billion in private equity, venture capital, real estate, and private credit. Furthermore, Caprock is recognized for its leadership and innovation in impact investing, operating as a B-Corporation and actively integrating sustainability into financial strategies.

By establishing a solid foothold in New Jersey, Caprock is poised to continue its trajectory of growth. The firm remains focused on creating lasting relationships with clients while providing insightful investment advice amidst an evolving market landscape. Caprock's expansion underscores its commitment to delivering exceptional service tailored to the unique financial needs of UHNW families.

In conclusion, as Caprock continues to expand its New York presence, it remains dedicated to its mission of providing unparalleled financial guidance and investment opportunities to its clients. The new office in Livingston symbolizes not just a physical expansion but a deepened commitment to service excellence and community engagement in one of the global financial epicenters.