OCIO Intelligence
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Capricorn Investment Group LLC

Alpha Nasdaq OCIO Indices - Contributor

NEW YORK, NY

Form ADV and provider website profile · CRD 147417 · regulatory data as of Sep 18, 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.

Direct Owners & Executives

Source: Form ADV
Pine LlcMember
Reported since
04/2007
Type
Domestic entity
Control person
Yes
Ownership
25% but less than 50%
Ion YadigarogluMember/Managing Principal
Reported since
04/2007
Type
Individual
Control person
Yes
Ownership
10% but less than 25%
William Bernard OrumMember
Reported since
01/2012
Type
Individual
Control person
Yes
Ownership
10% but less than 25%
Eric John TechelMember / Chief Financial Officer
Reported since
01/2013
Type
Individual
Control person
Yes
Ownership
5% but less than 10%
Dipender (Nmn) SalujaMember
Reported since
01/2013
Type
Individual
Control person
Yes
Ownership
Less than 5%
Alexandra Idalia AcostaChief Compliance Officer
Reported since
03/2025
Type
Individual
Control person
Yes
Ownership
Less than 5%
Michaela Rodrigues EdwardsMember
Reported since
03/2019
Type
Individual
Control person
Yes
Ownership
5% but less than 10%
Mark Patrick BerrymanMember
Reported since
03/2025
Type
Individual
Control person
Yes
Ownership
Less than 5%

Indirect Ownership

Source: Form ADV
Jeffrey S. Skoll Revocable Trust

Domestic entity

EntityPINE LLCStatusSOLE MEMBERReported since09/2007Ownership75% or moreControl personYes
Jeffrey Stuart Skoll

Individual

EntityJEFFREY S. SKOLL REVOCABLE TRUSTStatusSETTLOR AND TRUSTEEReported since08/1999Ownership75% or moreControl personYes

Owners & Executives

Source: Form ADV
IY
Ion Yadigaroglu

Member/Managing Principal

EJ
Eric John Techel

Member / Chief Financial Officer

AI
Alexandra Idalia Acosta

Chief Compliance Officer

Names and titles are shown as reported in Form ADV.

Ownership & Governance

Direct owners & executives8

Indirect ownership records2

Regulatory statusSEC registered investment adviser

SEC registration dateSep 18, 2008

CRD number147417