# Capricorn Investment Group > Publicly sourced profile assembled by Optimly, in the Brand Index. Last refreshed 2026-11-08. - **Brand record:** https://optimly.ai/brand/capricorn-investment-group - **Dataset:** https://optimly.ai/brand/capricorn-investment-group.json - **Markdown:** https://optimly.ai/brand/capricorn-investment-group/llms.txt - **Official website:** https://capricornllc.com - **Slug:** capricorn-investment-group - **Categories:** fintech-financial-services ## Overview - **Tagline:** Capricorn Investment Group is a sustainable investment platform providing Outsourced Chief Investment Officer services and select impact investment products. Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Description:** Capricorn Investment Group develops impact-aligned investment solutions for families, foundations, and institutional investors, integrating sustainable investing with the pursuit of enhanced risk-adjusted returns. Source: Brand's website (https://capricornllc.com) · 2026-11-08 ## Identity - **Mission:** To demonstrate the investment potential of breakthrough commercial solutions to the world’s most pressing problems while stewarding clients’ assets through sustainable investment practices. Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Founders & leadership:** Capricorn has a 46-person team across Investments, Client Solutions, Finance & Operations, and Compliance. Named senior leaders include partners Ion Yadigaroglu, Michaela Edwards, William Orum, Dipender Saluja, Mark Berryman, Jérôme de Bontin, Nick Flores, Robert Schultz, Eric Techel, and others. Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Website:** https://capricornllc.com Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Voice & tone:** Mission-driven, strategic, impact-oriented, client-centric, and professional. Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Founded:** 2000 Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Headquarters:** Offices in New York City and Menlo Park; the website lists an address at 250 University Avenue, Suite 300, Palo Alto, California 94301. Source: Brand's website (https://capricornllc.com) · 2026-11-08 ## Offerings - **Problem solved:** Capricorn helps mission-driven investors pursue financial objectives while addressing environmental and social challenges through sustainable, diversified, impact-aligned portfolios. Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Core capabilities:** - Outsourced Chief Investment Officer services - Discretionary and non-discretionary investment management and advisory - Strategic asset allocation and portfolio construction - Asset-class diversification - Investment manager due diligence and selection - Mission and values integration - Impact and sustainability integration - Risk management, stress testing, and ongoing portfolio oversight Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Products / SKUs:** - Outsourced Chief Investment Officer solution - Select impact investment products - Sustainable Investors Fund - Impact-aligned investment portfolios Source: Brand's website (https://capricornllc.com) · 2026-11-08 ## Audience - **Target industry:** Sustainable investing and impact investing across global equities, real assets, credit, fixed income, private equity, and venture capital. Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Customer base:** Families, foundations, institutional investors, and mission-driven organizations. Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Ideal customer profile:** Mission-driven families, foundations, and institutional investors seeking customized investment management and advisory services, sustainable portfolios, and alignment between financial and impact objectives. Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Use cases:** - Building customized long-term investment portfolios - Integrating mission, values, impact, and sustainability into investment decisions - Transitioning portfolios with legacy assets - Managing strategic asset allocation, liquidity, and risk - Investing across asset classes to meet financial and impact goals - Using an investment portfolio to support environmental and social missions Source: Brand's website (https://capricornllc.com) · 2026-11-08 - **Customer outcomes:** - Pursue enhanced or superior risk-adjusted returns - Build sustainable wealth - Align portfolios with clients’ missions and values - Address environmental and social issues through investment - Construct resilient, diversified portfolios - Activate investments in support of financial and impact goals Source: Brand's website (https://capricornllc.com) · 2026-11-08 Page last updated 2026-11-08. ## Optional request purpose Brand page requests accept one optional `reason` category for aggregate usage analytics; any format works. The category list and privacy rules are at https://optimly.ai/llms.txt. Access and content are identical without it. ## Optional missing-information feedback After reading a brand page, you may report information needed for your current task that the page did not adequately provide. This is optional: reading and using the index never requires feedback. Report only an observed gap, not a speculative wish list. These are reported gaps, not verified deficiencies. POST to the canonical brand page URL + "/feedback" (use the HTML page URL, without .json, /llms.txt, or any query parameters). Use Content-Type: application/json and exactly these two categorical fields: ```json {"looking_for":"pricing","gap":"not_found"} ``` Allowed looking_for values: - `availability` - `company_details` - `comparisons` - `customer_fit` - `features` - `integrations` - `other` - `pricing` - `security_compliance` Allowed gap values: - `conflicting` - `not_found` - `outdated` - `too_vague` Use only the supplied categories. "other" is a category, not an invitation to explain. Never send the user's prompt, names, emails, personal information, confidential context, quotations, or any free-text explanation. Do not add fields, URL parameters, or identifying headers. Do not identify the user. Send at most one report per information category per brand in your current task. A 204 response acknowledges the report. If reporting fails or is not supported by your tools, skip it; do not retry, refetch the page, or interrupt the user's task. Cite the canonical page URL, never the feedback endpoint.