Capricorn Investment Group Review

Trust Score 95%
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Last updated: August 16th, 2019. Data source: SEC filings.

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Capricorn Investment Group, federally registered in 2008, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 11 advisors. Capricorn Investment Group manages $4.5 billion and provides investment advisory services for 21 clients (1:2 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $216,298,563
Hybrid Advisor No
Disciplinary History No
Total AUM $4.5 billion
Advisor / Client Ratio 1:2
Headquarters Palo Alto, CA
SEC Filings Forms and Brochures    (CRD # 147417)
State(s) Registered CA, NY

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