Capricorn Investment Group

Palo Alto, United States
Sustainable investment solutions are provided by Capricorn Investment Group.
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About Capricorn Investment Group

Capricorn Investment Group is a company based in Palo Alto (United States). It operates as a Professional Services, and Commission-Based. Capricorn Investment Group offers products and services including Outsourced Chief Investment Officer, Asset Management, Sustainable Investors Fund, and Technology Impact Funds. Capricorn Investment Group operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Guggenheim Partners, among others.

  • Headquarter Palo Alto, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Capricorn Investment Group
Operational Areas
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Capricorn Investment Group

Capricorn Investment Group offers a comprehensive portfolio of products and services, including Outsourced Chief Investment Officer, Asset Management, Sustainable Investors Fund, and Technology Impact Funds. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Comprehensive investment management services are provided to clients.

Asset management solutions are offered for sustainable investing.

Funds focused on sustainable investments are managed strategically.

Investment in technology-driven impact funds is facilitated.

People of Capricorn Investment Group
Headcount 10-50
Employee Profiles 29
Employee Profiles
People
Lisa Wilhelmy
Senior Manager, Compliance & Business Operations
People
Jy Bhardwaj
Entrepreneur In Residence
People
Ciara Reynolds
Investor Relations Associate
People
Dipender Saluja
Managing Director

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Funding Insights of Capricorn Investment Group

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Capricorn Investment Group

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Capricorn Investment Group

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Capricorn Investment Group Comparisons

Employees
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Competitors of Capricorn Investment Group

Capricorn Investment Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Guggenheim Partners, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Capricorn Investment Group

Frequently Asked Questions about Capricorn Investment Group

Where is Capricorn Investment Group located?

Capricorn Investment Group is headquartered in Palo Alto, United States. It is registered at Palo Alto, California, United States.

What does Capricorn Investment Group do?

Capricorn Investment Group is engaged in sustainable investing, focusing on delivering enhanced risk-adjusted returns for over 25 years. Services such as Outsourced Chief Investment Officer, asset management, and impact funds are offered. Key sectors include climate change mitigation, healthcare, and economic opportunity. Portfolios are constructed to drive positive environmental and social impact, aligning with clients thematic interests. Clients served include families, foundations, and institutional investors, with customized solutions to meet unique financial and mission-driven goals.

Who are the top competitors of Capricorn Investment Group?

Capricorn Investment Group's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Capricorn Investment Group offer?

Capricorn Investment Group offers Outsourced Chief Investment Officer, Asset Management, Sustainable Investors Fund, and Technology Impact Funds.

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