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.
As a Strategic Asset Manufacturer (SAM), we design and implement SMA and MDA strategies on the Caprock Merchant Managed Account Platform.
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.
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.