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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Boise, ID

The Caprock Group

$12.2B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($772.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Real Assets (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$772.6M
Total AUM: $12.2B
Median Disclosed Amount
$46.8M
Range: $10.0M – $76.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
2 Gatekeepers · 4 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — The Caprock Group

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
HPS Strategic Investment Partners IXAdviser 7.B Vehicle Private Credit 2025
$63.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fifth Wall Climate Tech Fund IIIAdviser 7.B Vehicle Venture Capital 2025
$56.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pathlight Capital Fund IVAdviser 7.B Vehicle Buyout 2025
$56.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2024
$10.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
UP.Labs Fund IAdviser 7.B Vehicle Buyout 2024
$76.6M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — The Caprock Group

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

The Caprock Group (Family Office / MFO, $12.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 15.7% Actual; $159.1M Unallocated Target Bandwidth). SEC Form ADV (801-61642, CRD #124272) verified $12.24B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — The Caprock Group

553 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as The Caprock Group (17 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 6 Shared Vehicles

Candlelight Duxbury Sutherland Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bain Capital Life Sciences IV (2024 Vintage)
The Caprock Group: $63.3M · SEC Form ADV 7.B
Candlelight Duxbury Sutherland Private Markets Primary & GP Seeder Fund-of-Funds: $32.0M · SEC Form ADV 7.B

Additional shared vehicles: Stone Point Capital Trident X (2023 Vintage) · Stone Point Capital LLC Trident IX (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point Capital Trident X (2023 Vintage)
The Caprock Group: $39.8M · SEC Form ADV 7.B
Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory: $102.2M · SEC Form ADV 7.B

Additional shared vehicles: Stone Point Capital LLC Trident IX (2021 Vintage) · Stone Point Capital TC Fund IX (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Harris | Oakmark

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stone Point Capital LLC Trident IX (2021 Vintage)
The Caprock Group: $47.2M · SEC Form ADV 7.B
Harris | Oakmark: $129.2M · SEC Form ADV 7.B

Additional shared vehicles: Stone Point Capital Trident X (2023 Vintage) · Stone Point Capital TC Fund IX (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+550 Additional Institutional LPs Report Shared Vehicles with The Caprock Group

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 18 total tracked records for The Caprock Group) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (553 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by The Caprock Group

Buyout LPs →Venture Capital LPs →Private Credit LPs →Real Assets LPs →

Frequently Asked Questions: The Caprock Group

What type of institutional allocator is The Caprock Group and what is their typical disclosed ticket size?

The Caprock Group is categorized under Family Office / MFO (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Boise, ID). Across 18 historical disclosure records tracked on Prilago ($772.6M total parsed USD across disclosed rows), the median disclosed amount is $46.8M (range: $10.0M to $76.6M).

Which private-market strategies appear in The Caprock Group's public disclosures?

The Caprock Group has disclosed records across Buyout, Venture Capital, Private Credit, Real Assets. Open preview records include HPS Strategic Investment Partners IX (2025 Vintage), Fifth Wall Climate Tech Fund III (2025 Vintage), Pathlight Capital Fund IV (2025 Vintage), TrueBridge Capital Partners Fund VIII (2024 Vintage).

How are The Caprock Group's historical records substantiated and separated from active searches on Prilago?

Records for The Caprock Group cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to The Caprock Group's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/the-caprock-group or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside The Caprock Group?

In Prilago's bilateral commitment graph, The Caprock Group shares resolved underlying fund vehicles with 553 institutional LPs across 17 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Candlelight Duxbury Sutherland Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. Bain Capital Life Sciences IV (2024 Vintage)), Currituck Fredericksburg Montague Institutional Outsourced CIO & Wealth Advisory (5 shared vehicles, e.g. Stone Point Capital Trident X (2023 Vintage)), Harris | Oakmark (5 shared vehicles, e.g. Stone Point Capital LLC Trident IX (2021 Vintage)).

Related Family Office / MFO & Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) Institutional LPs

Colorado PERA (830)New Mexico State Investment Council (676)Arizona SRS (411)New Mexico PERA (361)Idaho PERSI (234)Wyoming WRS (60)New Mexico ERB (55)DERP (Denver Employees Retirement) (37)Brighton Jones (32)Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (32)