Caprock Acquires $4 Billion Austin-Based Wealth Manager Venturi Private Wealth
Boise-based multi-family office registered investment advisor (RIA) Caprock has acquired Venturi Private Wealth, an Austin-based wealth manager with approximately $4 billion in assets under management. This marks Caprock's second acquisition and expands its presence into Oklahoma City as well. The deal adds around 30 employees to the firm.
Topics: Mergers and acquisitions Private equity Wealth management