Caprock, a leading multi-family office registered investment advisor serving ultra-high-net-worth clients, announced it has relocated to a new, larger office in Livingston, New Jersey, to support continued advisor and client growth across the Greater New York region.
The new Livingston location will house an expanding team of advisors and investment professionals as the firm deepens its presence in the Tri-State area. The move reflects Caprock’s ongoing strategy to strengthen its investment and advisory capabilities in markets that are central to its ultra-high-net-worth client base.
The New York metropolitan area remains a critical hub for the wealth management industry, offering access to global capital markets, investment partners, and experienced talent. Caprock established its presence in the region several years ago and is continuing to scale alongside the families and institutions it serves.
The Livingston office will include key members of the firm’s East Coast team. Vivek Jindal, Chief Investment Officer, oversees Caprock’s investment platform and supports the firm’s growth by expanding access to top-tier investment opportunities. Tim Simon, Director and Client Advisor, brings experience in financial analysis, deal structuring, and capital markets strategies across private and public markets to serve ultra-high-net-worth families and single-family offices. Ryan Smith, Director of Public Markets, focuses on the firm’s capital deployment strategies in public securities. Sophie Kelly, Director of Impact Investments, concentrates on underwriting impact-related funds, direct investments, and supporting impact-focused clients.
Founded in 2005, Caprock serves 435 wealthy families and advises on more than $16 billion in assets. The firm operates as a full-service outsourced chief investment officer and chief financial officer for its clients. Caprock maintains offices in Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, Denve,r and Winter Park.
Caprock employs an endowment-style investment approach and oversees more than $8 billion in private equity, venture capital, real estate and private credit investments. The firm is also recognized for its expertise in impact investing. Caprock is an SEC-registered investment advisor and a founding B-Corporation.
KEY QUOTES
“Caprock continues to elevate and expand its capabilities to serve the complex needs of ultra-high-net-worth families. Strengthening our investment and advisor teams in the locations close to our clients and parters is central to that mission. The New York area is a critical hub for our industry and global center for talent, partners and capital markets intelligence. We established a foothold here years ago and remain committed to growing alongside the clients and partners we support.”
Greg Brown, Co-CEO, Caprock
“Livingston and the surrounding area have experienced strong residential and business growth in recent years, supported by trends among ultra-high-net-worth families in the region considering a change in city life. We are excited to continue serving our clients in the New York area and to expand our brand to more families and entrepreneurs.”
Tim Simon, Director, Client Advisor, Caprock
