Grey Street Capital
Grey Street Capital operates as Caprock (The Caprock Group, LLC), an SEC-registered multi-family office serving 436 ultra-high-net-worth families with $16B in assets under advisement across seven U.S. cities, delivering holistic wealth management, exclusive private-investing access, and integrated impact investing.
- Company typePrivate
- Founded2017
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Grey Street Capital does
Caprock (legal entity: The Caprock Group, LLC; SEC Registered Investment Advisor) operates as a multi-family office providing holistic wealth management services to 436 ultra-high-net-worth families with $16B in assets under advisement. The firm is organized around four integrated service pillars: Multi-Family Office Services (strategic balance-sheet management with consolidated reporting), Private Investing (access across six public and private asset classes, including exclusive non-public deals, with $8.1B deployed), Managing Complex Wealth (specialized advisory for complex situations including business leaders, entrepreneurs, and professional athletes), and Integrated Impact Investing ($2.2B deployed with intentionality). Customer segments span business and government leaders, entrepreneurs, generational wealth families, impact investors, professional athletes, and professional investors, with three segments (business/government leaders, entrepreneurs, generational wealth families) designated as primary.
The business model is fee-based advisory on assets under advisement, structured as subscription/recurring with bespoke, quote-based pricing aligned to client complexity and asset levels. Go-to-market is enterprise field sales with high-touch dedicated relationship managers; client acquisition is driven by professional referrals, LinkedIn presence, newsletter, and thought-leadership content — there are no digital self-service or transactional channels. Geographic footprint covers seven U.S. cities with Denver as headquarters and offices in Boise, Seattle, Austin, Chicago, Scottsdale, and Winter Park. The technology layer is centered on the Addepar portfolio reporting platform, which underpins consolidated client reporting across public and private holdings.
Operating structure shows no disclosed subsidiaries, no parent company, no funding rounds, no M&A activity, and no leadership changes in the source data. Ownership is not publicly detailed; the entity is a U.S. limited liability company operating as a private RIA. Certifications are limited to SEC Registered Investment Advisor status. There is no indication of imminent IPO, going-private transaction, or restructuring.
Grey Street Capital firmographics
Firmographics- Name
- Grey Street Capital
- Legal name
- The Caprock Group, LLC
- Website
- https://greystreet.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Grey Street Capital operates as Caprock (The Caprock Group, LLC), an SEC-registered multi-family office serving 436 ultra-high-net-worth families with $16B in assets under advisement across seven U.S. cities, delivering holistic wealth management, exclusive private-investing access, and integrated impact investing.
- Ownership category
- akta.pro rank
Grey Street Capital industry classification
Industry- Product category
- Multi-Family Office Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Grey Street Capital is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
Grey Street Capital business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Fee-based wealth management services for ultra-high-net-worth clients. Services include multi-family office functions, private investing access, and integrated impact investing. Revenue derived from assets under advisement in an SEC Registered Investment Advisor capacity.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Bespoke wealth management services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Grey Street Capital product offering
Product offeringCore offering
Grey Street Capital (operating as Caprock) is a multi-family office providing holistic wealth management to ultra-high-net-worth individuals and families. Core offerings include strategic balance sheet management across six public and private asset classes, access to exclusive private investment opportunities, multi-generational wealth transfer planning, and integrated impact investing, delivered through dedicated relationship managers and unified portfolio reporting on the Addepar platform.
Product overview
Caprock operates as a multi-family office offering a unified wealth management platform for ultra-high-net-worth individuals and families. The core offering combines four integrated service pillars: Multi-Family Office Services (strategic asset management and reporting), Private Investing (access to exclusive public and private market opportunities across six asset classes), Managing Complex Wealth (specialized advisory for complex financial situations), and Integrated Impact Investing (impact-aligned investment management). With $16B in assets under advisement serving 436 families, the platform delivers holistic wealth management through bespoke advisory services rather than discrete software products.
Differentiator
Problem solved
Functional benefit
Products and services
- Multi-Family Office Services Strategic wealth management providing comprehensive oversight of all client assets, with deliberate balancing of lifestyle and cash needs, delivered in a single consolidated financial report for ultra-high-net-worth families.
- Private Investing Access to exclusive investment opportunities across six distinct public and private asset classes, including pre-IPO unicorns and under-the-radar non-public investments, with $8.1B deployed in private markets.
- Managing Complex Wealth Specialized advisory services for clients with complex financial situations, including business and government leaders, entrepreneurs, and professional athletes, addressing multifaceted wealth needs such as liquidity events, concentrated stock positions, and short career earning windows.
- Integrated Impact Investing Investment management approach that aligns capital deployment with environmental and social impact objectives, with $2.2B deployed with impact intentionality integrated into the portfolio construction process.
Quantifiable outcome
- $16B in assets under advisement
- +3 more outcomes
Companies that use Grey Street Capital
Customer profileNamed customers1 record
Segments6 records
Ideal customer profiles1 record
Grey Street Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Grey Street Capital partnerships and signals
Strategic signalScale indicators5 records
Recent moves5 records
Expansion highlights5 records
Grey Street Capital competitors and assessment
Company assessmentDirect peers
- Mason Investment Advisory Services: Independent, employee-owned RIA offering wealth management and family office services to UHNW clients, comparable in scale and multi-family office positioning.
- Pitcairn: Single-family-office-turned-multi-family-office serving multiple generations of UHNW families with wealth planning, private investing, and family governance.
- Glenmede: Independent, employee-owned investment and wealth management firm serving UHNW families and endowments with discretionary portfolio management and private market access.
- Bessemer Trust: Privately held multi-family office serving UHNW families with integrated wealth management, private investing, and family office services — the closest direct analog to Caprock's model.
- GenSpring Family Offices: Multi-family office platform serving UHNW families with investment management, trust, estate, and family governance services — directly comparable service set and target client.
- Rockefeller Capital Management: Independent, family-controlled UHNW wealth manager offering private wealth, asset management, and family office services to ultra-wealthy households.
- Brown Brothers Harriman (BBH Wealth Management): Long-standing private partnership offering UHNW wealth advisory and multi-family office services with private banking, trust, and investment capabilities.
- Oxford Financial Group: Independent RIA providing integrated wealth planning, investment management, and family office services to UHNW families in the Midwest.
Broad incumbents
- Morgan Stanley Private Wealth Management: Bulge-bracket incumbent with a large UHNW practice offering comprehensive wealth advisory, alternative investments, and lending — a scaled competitor with broader product shelf than Caprock.
- Goldman Sachs Private Wealth Management: Bulge-bracket incumbent serving UHNW clients with investment advisory, private banking, and exclusive access to alternative and private market opportunities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Grey Street Capital social profiles
Digital presenceGrey Street Capital compliance and trust
Trust signalCompliance1 record
Grey Street Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Grey Street Capital leadership team
Management profileNumber of profiles
Grey Street Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Grey Street Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Grey Street Capital
What does Grey Street Capital do?
Grey Street Capital (operating as Caprock) is a multi-family office providing holistic wealth management to ultra-high-net-worth individuals and families. Core offerings include strategic balance sheet management across six public and private asset classes, access to exclusive private investment opportunities, multi-generational wealth transfer planning, and integrated impact investing, delivered through dedicated relationship managers and unified portfolio reporting on the Addepar platform.
Is Grey Street Capital a public or private company?
Grey Street Capital is a private company. It is classified as unknown and is currently operating.
When was Grey Street Capital founded?
Grey Street Capital was founded in 2017. It employs 1 to 10 people.
Where is Grey Street Capital based?
Grey Street Capital is headquartered in Chicago, United States, in the North America region.
How does Grey Street Capital make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Grey Street Capital's main competitors?
Direct peers on record are Mason Investment Advisory Services, Pitcairn, Glenmede, Bessemer Trust, GenSpring Family Offices, Rockefeller Capital Management, Brown Brothers Harriman (BBH Wealth Management) and Oxford Financial Group. Broad incumbents are Morgan Stanley Private Wealth Management and Goldman Sachs Private Wealth Management.
Does Grey Street Capital have an API?
No public API is recorded for Grey Street Capital.
What industry is Grey Street Capital in?
Grey Street Capital's product category is Multi-Family Office Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 52394 and its SIC code is 6282.