Sponsor portfolio
CAPRICORN INVESTMENT GROUP, LLC
EIN 20-8893021investment managementLatest filing 2025
Plans
1
Retirement
1
$26.4M assets
Welfare
0
Participants
97
250 UNIVERSITY AVENUE, SUITE 400 - PALO ALTO, CA 94301650-331-8800capricornllc.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPRICORN INVESTMENT GROUP LLC AND GOODLANDS FLORIDA PROPERTY MANAGEMENT LLC 401(K) PLAN | 401k | $26.4M | 97 | 2025 |
Retirement plans