On March 19, 2024, Caprock announced that it had acquired Grey Street Capital.
Caprock (“Caprock”) announced on March 19, 2024 that it had acquired Grey Street Capital (“Grey Street”). Under the terms of the transaction, Grey Street will operate under the Caprock brand. Further terms of the transaction were not disclosed.
Caprock, based in Boise, Idaho, is a registered investment advisory firm that acts as an outsourced chief investment officer and chief financial officer for wealthy families. Caprock has approximately $9 billion in assets under advisement.
Grey Street Capital, based in Chicago, Illinois, is a boutique advisory firm that designs investment portfolios for high-net-worth clients. Grey Street has approximately $2.2 billion in client assets.
To read the press release: please click here.