THE CAPROCK GROUP, LLC
CRD #124272 SEC #801-61642 BOISE, ID (208) 368-9600
SEC Registered Private Funds
Total AUM
$10.1B
Discretionary
$9.9B
Employees
64
Clients
251
Accounts
408
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $10.1B | $9.9B | $250M | 64 | 408 |
| Mar 2025 | $10.1B | $9.9B | $250M | 64 | 408 |
| Oct 2024 | $9.4B | $9B | $356M | 63 | 386 |
| Jun 2024 | $6.9B | $6.7B | $251.3M | 50 | 317 |
| May 2024 | $6.9B | $6.7B | $251.3M | 50 | 317 |
| Mar 2024 | $6.9B | $6.7B | $251.3M | 50 | 317 |
| Mar 2024 | $5.9B | $5.7B | $218.2M | 48 | 291 |
| Oct 2023 | $5.9B | $5.7B | $218.2M | 48 | 291 |
| Mar 2023 | $5.9B | $5.7B | $218.2M | 48 | 291 |
| Nov 2022 | $5.7B | $5.5B | $261M | 36 | 259 |
| Feb 2022 | $5.7B | $5.5B | $261M | 36 | 259 |
| Dec 2021 | $5.6B | $5.3B | $264.3M | 36 | 255 |
| Jun 2021 | $5.1B | $4.9B | $255.7M | 33 | 239 |
| Mar 2021 | $4.7B | $4.5B | $241.4M | 31 | 210 |
| Sep 2020 | $3.6B | $3.4B | $224.2M | 33 | 0 |
| Jun 2020 | $3.6B | $3.4B | $224.2M | 33 | 0 |
| Apr 2020 | $3.6B | $3.4B | $224.2M | 33 | 0 |
| Mar 2020 | $3.6B | $3.4B | $224.2M | 33 | 0 |
| Mar 2020 | $3.6B | $3.4B | $224.2M | 3,233 | 0 |
| Mar 2019 | $2.8B | $2.7B | $25.2M | 32 | 0 |
| Mar 2018 | $2.6B | $2.6B | $25.1M | 32 | 0 |
| Mar 2017 | $2.2B | $2.2B | $42.9M | 26 | 200 |
| Sep 2016 | $2.5B | $2.4B | $26.5M | 30 | 200 |
| Mar 2016 | $2.5B | $2.4B | $26.5M | 29 | 200 |
| Sep 2015 | $2.4B | $2.4B | $25.7M | 28 | 200 |
| Sep 2015 | $2.4B | $2.4B | $25.7M | 28 | 200 |
| Mar 2015 | $2.4B | $2.4B | $25.7M | 28 | 200 |
| Jul 2014 | $1.9B | $1.9B | $24.3M | 25 | 200 |
| May 2014 | $1.9B | $1.9B | $24.3M | 25 | 200 |
| Mar 2014 | $1.9B | $1.9B | $24.3M | 25 | 200 |
| Nov 2013 | $1.2B | $1.1B | $12.7M | 20 | 200 |
| Sep 2013 | $1.2B | $1.1B | $12.7M | 20 | 200 |
| Mar 2013 | $1.2B | $1.1B | $12.7M | 20 | 200 |
| Nov 2012 | $936.9M | $918.2M | $18.7M | 18 | 200 |
| Mar 2012 | $936.9M | $918.2M | $18.7M | 11 | 200 |
| Jul 2011 | $634M | $616.2M | $17.8M | -- | -- |
| Dec 2010 | $612.8M | $598.3M | $14.5M | -- | -- |
| Aug 2010 | $612.8M | $598.3M | $14.5M | -- | -- |
| Mar 2009 | $469.2M | $468.6M | $594.3K | -- | -- |
| Mar 2008 | $514.3M | $514M | $301.3K | -- | -- |
| Aug 2007 | $361.1M | $359.1M | $2M | -- | -- |
| Mar 2007 | $361.1M | $359.1M | $2M | -- | -- |
| Jan 2007 | $185.6M | $185.6M | $0 | -- | -- |
| Mar 2006 | $185.6M | $185.6M | $0 | -- | -- |
| Jan 2005 | $63.5M | $63.5M | $0 | 5 | -- |
| Mar 2004 | $32.8M | $32.8M | $0 | 5 | -- |
DateApr 2025
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$250M
Employees64
Clients408
DateMar 2025
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$250M
Employees64
Clients408
DateOct 2024
Total AUM$9.4B
Discretionary$9B
Non-Disc.$356M
Employees63
Clients386
DateJun 2024
Total AUM$6.9B
Discretionary$6.7B
Non-Disc.$251.3M
Employees50
Clients317
DateMay 2024
Total AUM$6.9B
Discretionary$6.7B
Non-Disc.$251.3M
Employees50
Clients317
DateMar 2024
Total AUM$6.9B
Discretionary$6.7B
Non-Disc.$251.3M
Employees50
Clients317
DateMar 2024
Total AUM$5.9B
Discretionary$5.7B
Non-Disc.$218.2M
Employees48
Clients291
DateOct 2023
Total AUM$5.9B
Discretionary$5.7B
Non-Disc.$218.2M
Employees48
Clients291
DateMar 2023
Total AUM$5.9B
Discretionary$5.7B
Non-Disc.$218.2M
Employees48
Clients291
DateNov 2022
Total AUM$5.7B
Discretionary$5.5B
Non-Disc.$261M
Employees36
Clients259
DateFeb 2022
Total AUM$5.7B
Discretionary$5.5B
Non-Disc.$261M
Employees36
Clients259
DateDec 2021
Total AUM$5.6B
Discretionary$5.3B
Non-Disc.$264.3M
Employees36
Clients255
DateJun 2021
Total AUM$5.1B
Discretionary$4.9B
Non-Disc.$255.7M
Employees33
Clients239
DateMar 2021
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$241.4M
Employees31
Clients210
DateSep 2020
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$224.2M
Employees33
Clients0
DateJun 2020
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$224.2M
Employees33
Clients0
DateApr 2020
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$224.2M
Employees33
Clients0
DateMar 2020
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$224.2M
Employees33
Clients0
DateMar 2020
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$224.2M
Employees3,233
Clients0
DateMar 2019
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$25.2M
Employees32
Clients0
DateMar 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$25.1M
Employees32
Clients0
DateMar 2017
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$42.9M
Employees26
Clients200
DateSep 2016
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$26.5M
Employees30
Clients200
DateMar 2016
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$26.5M
Employees29
Clients200
DateSep 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$25.7M
Employees28
Clients200
DateSep 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$25.7M
Employees28
Clients200
DateMar 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$25.7M
Employees28
Clients200
DateJul 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$24.3M
Employees25
Clients200
DateMay 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$24.3M
Employees25
Clients200
DateMar 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$24.3M
Employees25
Clients200
DateNov 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$12.7M
Employees20
Clients200
DateSep 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$12.7M
Employees20
Clients200
DateMar 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$12.7M
Employees20
Clients200
DateNov 2012
Total AUM$936.9M
Discretionary$918.2M
Non-Disc.$18.7M
Employees18
Clients200
DateMar 2012
Total AUM$936.9M
Discretionary$918.2M
Non-Disc.$18.7M
Employees11
Clients200
DateJul 2011
Total AUM$634M
Discretionary$616.2M
Non-Disc.$17.8M
Employees--
Clients--
DateDec 2010
Total AUM$612.8M
Discretionary$598.3M
Non-Disc.$14.5M
Employees--
Clients--
DateAug 2010
Total AUM$612.8M
Discretionary$598.3M
Non-Disc.$14.5M
Employees--
Clients--
DateMar 2009
Total AUM$469.2M
Discretionary$468.6M
Non-Disc.$594.3K
Employees--
Clients--
DateMar 2008
Total AUM$514.3M
Discretionary$514M
Non-Disc.$301.3K
Employees--
Clients--
DateAug 2007
Total AUM$361.1M
Discretionary$359.1M
Non-Disc.$2M
Employees--
Clients--
DateMar 2007
Total AUM$361.1M
Discretionary$359.1M
Non-Disc.$2M
Employees--
Clients--
DateJan 2007
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees5
Clients--