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CAPRICORN INVESTMENT GROUP LLC

CRD 147417 · SEC 801-69602

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512 WEST 22ND STREET, 6TH FLOOR, NEW YORK, NY, 10011, United States

Phone

646-289-3030

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$18.85B

Discretionary AUM

$13.76B

Team

46 total employees; 16 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals5$5.28B
Pooled investment vehicles27$11.94B
Charitable organizations2$1.63B

States served

CA, ID, NY

All web addresses on file

Official SEC filing: View on IAPD