What Capricorn LLC Is All About
Capricorn LLC is a trailblazer in the investment advising world, focusing on sustainable and impact-driven growth. Since its start in 2000, Capricorn has been on a mission to meet clients’ financial goals while tackling some of the planet’s most urgent environmental and social challenges. It’s not just about numbers here; it’s about making a real difference through smart, strategic investing that aligns with clients’ values and long-term visions.
The Main Benefit: Strategic, Sustainable Investing
Capricorn’s approach is all about blending financial success with meaningful impact. Here are some key figures that highlight their strength and commitment:
- 25+ YEARS developing impact-aligned investment portfolios
- $13 BILLION in assets under management (as of 6/30/2025)
- Serving families, foundations, & institutional investors
OCIO Solution: A Partnership That Drives Change
One of Capricorn’s standout offerings is its Outsourced Chief Investment Officer (OCIO) service. This isn’t your typical cookie-cutter investment plan. Instead, it’s a tailored partnership that meets clients exactly where they are on their impact investing journey. The goal? To build long-term portfolios that not only grow wealth but also catalyze global change. It’s about working closely with clients to craft strategies that truly reflect their missions and values.
An Integrated Approach to Impact
Capricorn’s investment philosophy is deeply integrated with impact. From day one, the firm has designed portfolios that drive positive environmental and social outcomes, tightly aligned with clients’ thematic interests. This means investments aren’t just about returns—they’re about making a difference in areas that matter most.
Focus Areas That Matter
Capricorn zeroes in on several critical themes to maximize impact:
- Climate Change Mitigation & Resilience
- Healthcare
- Economic Opportunity
- Responsible Stewardship
These focus areas reflect a commitment to addressing some of the world’s toughest challenges while supporting sustainable growth.
Capricorn’s Impact on Sustainable Development Goals (SDGs)
- Climate Action (SDG 13)
- Good Health and Well-being (SDG 3)
- Decent Work and Economic Growth (SDG 8)
- Responsible Consumption and Production (SDG 12)
News & Insights: Staying Ahead of the Curve
Capricorn keeps its finger on the pulse with regular updates and thought leadership. Recent highlights include a video on Technology Impact Funds, a podcast diving into GP stakes and impact investing, and news about strategic partnerships like the one with Fervo Energy exploring enhanced geothermal systems. Events like the Climate & Policy gathering with Secretary John Kerry showcase Capricorn’s active role in shaping the conversation around sustainable investing. Plus, their leadership in funding rounds—like Heron Power’s $38M Series A—demonstrates a hands-on approach to driving innovation and impact.
