Caprock Partners Management, Inc.
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 13
- Avg AUM / client
- $117M
- Accounts
- 13
- Employees
- 50
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $1.5B | 100.0% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $1.6B combined gross assets
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniels, Patrick, Braxton | Ceo | Jun 2013 (13y) | 25% – 50% | |
| Pharris, Gerald, Nelson | Chairman | Jun 2013 (13y) | 25% – 50% | |
| Pharris, Jonathan, Michael | President | Jun 2013 (13y) | 25% – 50% | |
| Gill, James, Michael | Chief Compliance Officer And Vice President Of Finance | Jan 2018 (9y) | Less than 5% | |
| Motichko, Craig, M. | Chief Financial Officer | Jan 2020 (7y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $1.6B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗