Caprock Partners Management, Inc.
● SEC registered since 2019CRD 296925SEC# 801-114601Newport Beach, CA
Ranks #2,497 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$1.52B
Fund GAV
$1.52B
Private funds
13
Employees
50
Accounts
13
Location
Newport Beach, CA
Caprock Partners Management, Inc. assets under management
Caprock Partners Management, Inc. is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2019. It reports $1.5 billion in regulatory assets under management and employs 50 people. Caprock Partners Management, Inc. manages 13 private funds with combined gross assets of $1.5 billion, including Caprock Logistics Development Venture (parallel) L.P. By regulatory assets, it ranks 2,497 of 6,030 private fund managers.
Caprock Partners Management, Inc. private funds
13 funds · $1.52B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Caprock Logistics Development Venture (parallel) L.P. | Real Estate | $386.9M | $299.4M |
| Caprock Logistics Development Venture L.P. | Real Estate | $300.4M | $20M |
| Caprock Partners Value-Add Industrial Fund IV, L.P. | Real Estate | $266.1M | $5M |
| Caprock Partners Value-Add Industrial Fund III, L.P. | Real Estate | $219.7M | $5M |
| Caprock Logistics Development Partners (sp), L.P. | Real Estate | $200.8M | $10M |
| Caprock Partners Value-Add Industrial Fund III (parallel), L.P. | Real Estate | $42.8M | $40M |
| Caprock Partners Industrial Co-Investment Fund III (t), L.P. | Real Estate | $36.6M | — |
| Caprock Bridge Fund II, L.P. | Real Estate | $25M | $75K |
| Caprock Partners Industrial Co-Investment Fund III (sp), L.P. | Real Estate | $23.6M | $833K |
| Caprock Partners Industrial Co-Investment Fund III (tx), L.P. | Real Estate | $9.4M | — |
See all 13 funds — unlock the full record.
Join to unlock · $37/moCaprock Partners Management, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig M. Motichko Control | Chief Financial Officer | Under 5% | 2020 |
| Gerald Nelson Pharris Control | Chairman | 25-50% | 2013 |
| James Michael Gill Control | Chief Compliance Officer And Vice President Of Finance | Under 5% | 2018 |
| Jonathan Michael Pharris Control | President | 25-50% | 2013 |
| Patrick Braxton Daniels Control | Ceo | 25-50% | 2013 |
Frequently asked questions
How much does Caprock Partners Management, Inc. manage?
Caprock Partners Management, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Caprock Partners Management, Inc. manage?
Caprock Partners Management, Inc. manages 13 private funds with combined gross assets of $1.5 billion.
How many employees does Caprock Partners Management, Inc. have?
Caprock Partners Management, Inc. reports 50 employees.
Where is Caprock Partners Management, Inc. located?
Caprock Partners Management, Inc. is based in Newport Beach, CA and has been SEC-registered since 2019.
Does Caprock Partners Management, Inc. disclose fund performance?
Caprock Partners Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1300 Dove Street, Suite 200, Newport Beach, CA 92660 |
| Phone | 949-342-8000 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.52B▼ 7%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,306 advisers
AUM vs fund managersTop 41%
Larger than 59% of 6,030 private-fund managers
Number of fundsTop 19%
More funds than 81% of fund managers
EmployeesTop 12%
More than 88% of 16,824 advisers
Assets under management
$1.52Bregulatory AUM
Discretionary $1.52B