CAPRICORN INVESTMENT GROUP LLC
CRD #147417 SEC #801-69602 PALO ALTO, CA 650-331-8800
SEC Registered Private Funds
Total AUM
$12.5B
Discretionary
$8.4B
Employees
41
Clients
--
Accounts
32
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $12.5B | $8.4B | $4B | 41 | 0 |
| Mar 2025 | $12.5B | $8.4B | $4B | 41 | 0 |
| Mar 2024 | $9.4B | $5.9B | $3.5B | 32 | 0 |
| Apr 2023 | $8.7B | $5.5B | $3.2B | 32 | 0 |
| Mar 2023 | $8.7B | $5.5B | $3.2B | 32 | 0 |
| Nov 2022 | $9.7B | $6B | $3.7B | 32 | 0 |
| Mar 2022 | $9.7B | $6B | $3.7B | 32 | 0 |
| Nov 2021 | $8.5B | $5.4B | $3.1B | 34 | 0 |
| Oct 2021 | $8.5B | $5.4B | $3.1B | 34 | 0 |
| Aug 2021 | $8.5B | $5.4B | $3.1B | 34 | 0 |
| Mar 2021 | $8.5B | $5.4B | $3.1B | 34 | 0 |
| Jun 2020 | $5.2B | $2.6B | $2.6B | 32 | 0 |
| Apr 2020 | $5.2B | $2.6B | $2.6B | 32 | 0 |
| Mar 2020 | $5.2B | $2.6B | $2.6B | 32 | 0 |
| Mar 2019 | $4.5B | $2.1B | $2.5B | 27 | 0 |
| Dec 2018 | $4.6B | $2.1B | $2.5B | 27 | 0 |
| Aug 2018 | $4.6B | $2.1B | $2.5B | 27 | 0 |
| Mar 2018 | $5.5B | $3.2B | $2.3B | 40 | 0 |
| Sep 2017 | $4.8B | $2.8B | $2.1B | 52 | 26 |
| Mar 2017 | $4.8B | $2.8B | $2.1B | 52 | 26 |
| Mar 2016 | $4.8B | $2B | $2.7B | 48 | 11 |
| Oct 2015 | $4.6B | $1.5B | $3.1B | 40 | 26 |
| Sep 2015 | $4.6B | $1.5B | $3.1B | 40 | 26 |
| Mar 2015 | $4.6B | $1.5B | $3.1B | 40 | 26 |
| Jan 2015 | $4.3B | $1.4B | $2.8B | 36 | 26 |
| Oct 2014 | $4.3B | $1.4B | $2.8B | 36 | 26 |
| Mar 2014 | $4.3B | $1.4B | $2.8B | 36 | 26 |
| Apr 2013 | $4.1B | $1.4B | $2.7B | 35 | 11 |
| Jan 2013 | $4B | $365.5M | $3.6B | 35 | 11 |
| Mar 2012 | $4B | $365.5M | $3.6B | 11 | 11 |
| Jun 2011 | $4B | $299.4M | $3.7B | -- | -- |
| Apr 2011 | $4B | $299.4M | $3.7B | -- | -- |
DateApr 2025
Total AUM$12.5B
Discretionary$8.4B
Non-Disc.$4B
Employees41
Clients0
DateMar 2025
Total AUM$12.5B
Discretionary$8.4B
Non-Disc.$4B
Employees41
Clients0
DateMar 2024
Total AUM$9.4B
Discretionary$5.9B
Non-Disc.$3.5B
Employees32
Clients0
DateApr 2023
Total AUM$8.7B
Discretionary$5.5B
Non-Disc.$3.2B
Employees32
Clients0
DateMar 2023
Total AUM$8.7B
Discretionary$5.5B
Non-Disc.$3.2B
Employees32
Clients0
DateNov 2022
Total AUM$9.7B
Discretionary$6B
Non-Disc.$3.7B
Employees32
Clients0
DateMar 2022
Total AUM$9.7B
Discretionary$6B
Non-Disc.$3.7B
Employees32
Clients0
DateNov 2021
Total AUM$8.5B
Discretionary$5.4B
Non-Disc.$3.1B
Employees34
Clients0
DateOct 2021
Total AUM$8.5B
Discretionary$5.4B
Non-Disc.$3.1B
Employees34
Clients0
DateAug 2021
Total AUM$8.5B
Discretionary$5.4B
Non-Disc.$3.1B
Employees34
Clients0
DateMar 2021
Total AUM$8.5B
Discretionary$5.4B
Non-Disc.$3.1B
Employees34
Clients0
DateJun 2020
Total AUM$5.2B
Discretionary$2.6B
Non-Disc.$2.6B
Employees32
Clients0
DateApr 2020
Total AUM$5.2B
Discretionary$2.6B
Non-Disc.$2.6B
Employees32
Clients0
DateMar 2020
Total AUM$5.2B
Discretionary$2.6B
Non-Disc.$2.6B
Employees32
Clients0
DateMar 2019
Total AUM$4.5B
Discretionary$2.1B
Non-Disc.$2.5B
Employees27
Clients0
DateDec 2018
Total AUM$4.6B
Discretionary$2.1B
Non-Disc.$2.5B
Employees27
Clients0
DateAug 2018
Total AUM$4.6B
Discretionary$2.1B
Non-Disc.$2.5B
Employees27
Clients0
DateMar 2018
Total AUM$5.5B
Discretionary$3.2B
Non-Disc.$2.3B
Employees40
Clients0
DateSep 2017
Total AUM$4.8B
Discretionary$2.8B
Non-Disc.$2.1B
Employees52
Clients26
DateMar 2017
Total AUM$4.8B
Discretionary$2.8B
Non-Disc.$2.1B
Employees52
Clients26
DateMar 2016
Total AUM$4.8B
Discretionary$2B
Non-Disc.$2.7B
Employees48
Clients11
DateOct 2015
Total AUM$4.6B
Discretionary$1.5B
Non-Disc.$3.1B
Employees40
Clients26
DateSep 2015
Total AUM$4.6B
Discretionary$1.5B
Non-Disc.$3.1B
Employees40
Clients26
DateMar 2015
Total AUM$4.6B
Discretionary$1.5B
Non-Disc.$3.1B
Employees40
Clients26
DateJan 2015
Total AUM$4.3B
Discretionary$1.4B
Non-Disc.$2.8B
Employees36
Clients26
DateOct 2014
Total AUM$4.3B
Discretionary$1.4B
Non-Disc.$2.8B
Employees36
Clients26
DateMar 2014
Total AUM$4.3B
Discretionary$1.4B
Non-Disc.$2.8B
Employees36
Clients26
DateApr 2013
Total AUM$4.1B
Discretionary$1.4B
Non-Disc.$2.7B
Employees35
Clients11
DateJan 2013
Total AUM$4B
Discretionary$365.5M
Non-Disc.$3.6B
Employees35
Clients11
DateMar 2012
Total AUM$4B
Discretionary$365.5M
Non-Disc.$3.6B
Employees11
Clients11
DateJun 2011
Total AUM$4B
Discretionary$299.4M
Non-Disc.$3.7B
Employees--
Clients--
DateApr 2011
Total AUM$4B
Discretionary$299.4M
Non-Disc.$3.7B
Employees--
Clients--