Caprock Private
Unlock unlimited growth opportunities through tailored investment solutions.
Caprock Private empowers wealth managers, fund managers and investors to unlock unlimited growth opportunities with cost-effective, technology-led, and tailored investment solutions.
As a Strategic Asset Manufacturer (SAM), we design and implement SMA and MDA strategies on the Caprock Merchant Managed Account Platform — backed by over a decade of proven investment performance. Our focus is on creating flexible alternatives to traditional managed investment schemes and private share portfolios.
As a Strategic Asset Manufacturer (SAM), we design and implement SMA and MDA strategies on the Caprock Merchant Managed Account Platform — backed by over a decade of proven investment performance. Our focus is on creating flexible alternatives to traditional managed investment schemes and private share portfolios.
Cost-Effective by design
Delivering high-value investment strategies with transparent and competitive pricing.
Smarter solutions, built for you
Our SMA and MDA strategies are tailored to different investment goals and risk profiles.
Streamlined experience
Hosted on the Caprock Merchant Managed Account Platform to deliver seamless integration and a streamlined client experience.
Diversification beyond traditional
Expanding portfolio diversification through innovative solutions that go beyond traditional managed funds and private portfolios.
Trusted expertise with proven performance
Proven and reliable strategies backed by over a decade of strong investment performance and deep industry experience.
Caprock Private Services
Wealth Management
Comprehensive wealth management with tailored strategies that provide simplified portfolio administration and direct access to global financial markets.
Self-Managed Super Fund (SMSF)
Take control of your retirement with SMSF solutions that manage your superannuation effectively, aligning with long-term financial objectives and lifestyle preferences.
Operating as an MDA service
Caprock Private operates as an MDA (Managed Discretionary Account) service, providing investors with tailored, professional portfolio management that combines institutional-level expertise with personalised client attention. While Caprock actively manages your portfolio, you maintain complete legal ownership and control of your assets. We consistently operate within your agreed investment strategy, always prioritising your best interests.
Ready to enhance your investment strategy?
At Caprock Private, we combine cutting-edge technology, strategic diversification, and professional expertise to deliver superior investment solutions. Let us help you achieve your financial aspirations with confidence and clarity.