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CAPROCK PARTNERS MANAGEMENT, INC.
CRD 296925 · SEC 801-114601
1300 DOVE STREET, SUITE 200, NEWPORT BEACH, CA, 92660, United States
Phone
949-342-8000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$1.52B
Team
50 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 13 | $1.52B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD