CAPRICORN INVESTMENT GROUP LLC - Financial Advisor in California, Palo Alto

Tel: 650-331-8800 250 University Avenue Suite 300 Palo Alto, California 94301

About CAPRICORN INVESTMENT GROUP LLC

CAPRICORN INVESTMENT GROUP LLC is a Palo Alto, California based financial advisory firm with nearly $9,404,046,046 in assets under management and provides investment advisory services for 33 clients. There are currently 32 financial advisors at the firm.

General Information

Firm CRD#:

147417

Firm SEC#:

801-69602

Assets Under Management:

$9,404,046,046

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based

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