CAPROCK PARTNERS MANAGEMENT, INC.
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 296925
- Registered since
- January 28, 2019
- Website
- caprock-partners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Caprock Partners Management, Inc. is a manager focused on pooled real estate investment vehicles that serve institutional clients. The firm functions as sponsor and general partner (also acting as managing member) for its funds, which indicates an operational role in deal sourcing, asset management and capital raising rather than passive capital allocation to external managers. Its advisory activity is concentrated on portfolio management for pooled investment vehicles, and its fee model combines a percentage-of-assets approach with performance‑based fees, aligning economics with fund-level performance. The firm does not position itself as an ESG investor, is not a multi‑state adviser for regulatory purposes, and is not structured as a pension consultant or related adviser. Caprock Partners Management, Inc. has been SEC‑registered since 2019 and is owned by an individual owner type. Its client base is institutional, and its business model centers on running closed‑end or commingled real estate funds rather than providing broad retail or direct advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CRAIG MOTICHKO
Chief Financial OfficerCRD 7245978
Contacts
3 of 4GERALD PHARRIS
Co-Founder and ChairmanCRD 1465208
JAMES GILL
Vice PresidentCRD 7054325
PATRICK DANIELS
Co-FounderCRD 7049083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 1300 Dove St
- Time zone
- PT (UTC-8)
- Office locations
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