Capricorn Investment Group manages assets for wealthy individuals, trusts, and tax-exempt foundations. Capricorn invests in a diverse global portfolio of private funds and makes direct investments. Capricorn aims to provide strong investment performance and risk management with a principled approach. Capricorn also advises private investment partnerships and funds.
Assets Under Management$12B
Clients32
Advisors1
Avg. per Client$390M
Avg. per Advisor$12B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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