For over 20 years, Capricorn has partnered with mission-
driven clients to generate strong risk-adjusted returns
through diversified, impact-aligned portfolios.
Capricorn has served as a trusted investment manager and advisor since 2000 to families, foundations, and other mission-oriented investors. We build and manage long-term, multi-asset class portfolios, which align with the unique financial and impact objectives of our clients.
We approach each client partnership individually. We work to holistically understand both a client’s financial objectives and mission, and seek to provide personal, high-touch service supported by our bench of investment expertise and operational resources. Our size allows us to remain nimble while leveraging structural economies of scale and access to high quality investment managers.Meet Our Team