RIA Intel›Advisers›California›CAPROCK PARTNERS MANAGEMENT, INC.

CAPROCK PARTNERS MANAGEMENT, INC.

Advisory

N·NEWPORT BEACH, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
+19.6%
3-Year CAGR
+14.6%
Employees
14
Assets Under Management
Total AUM$1.5B
Discretionary AUM$1.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13
Team
Total Employees14
Investment Advisers50
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record7
First FilingDec 18, 2018
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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