Caprock, a multi-family office registered investment adviser (RIA) serving ultra-high-net-worth clients, has released new data showing that its clients’ investments are driving positive impact across important areas such as affordable housing, financial inclusion, resource sustainability and renewable energy.
Throughout the past 16 years, the firm has deployed more than $2.5 billion in impact investments, helping families and foundations create social and environmental change alongside strong financial returns.
The firm tracks impact across private market investments through more than 125 active metrics, offering clients a clear and comprehensive view of the results their capital is generating. Notably, Caprock’s 2024 data demonstrates sustained and growing impact across key metrics.
Earlier this year, Caprock transitioned its proprietary impact reporting platform to BlueMark, an independent impact verification and intelligence provider. Under BlueMark’s s
