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Capricorn Investment Group LLC logo

Capricorn Investment Group LLC

Alpha Nasdaq OCIO Indices - Contributor

NEW YORK, NY

Form ADV and provider website profile · CRD 147417 · regulatory data as of Apr 30, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Capricorn Investment Group LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$18.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
34Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$13.8BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$5.1BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameCAPRICORN INVESTMENT GROUP LLC

CRD number147417

Firm foundedNot reported

SEC registration dateSep 18, 2008

Employees46

Advisory professionals16

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

512 WEST 22ND STREET, 6TH FLOOR, NEW YORK, NY, 10011

646-289-3030

https://capricornllc.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$18.9B

As of Apr 30, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Other Pooled Vehicles63.3%$11.9B
High-Net-Worth28.0%$5.3B
Charities8.7%$1.6B

Percentages and AUM are shown from the same reported Form ADV client-type records.