CAPRICORN INVESTMENT GROUP LLC

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

About CAPRICORN INVESTMENT GROUP LLC

CAPRICORN INVESTMENT GROUP LLC, formally registered with the SEC as CAPRICORN INVESTMENT GROUP LLC. The firm was established in 09/18/2008. They have over 2 offices throughout the country.

CAPRICORN INVESTMENT GROUP LLC is a Palo Alto, California based Financial Planning firm with nearly $9,404,046,046 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147417
SEC#	801-69602
Assets Managed by Firm	$9,404,046,046
No. of Clients	33
No. of Advisors	32

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	33	$9,404,046,046
High net worth individuals	6	$3,639,530,774
Charitable organizations	2	$1,232,925,096

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