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| Happy Holidays!! thanks for using AUM13F!! |
| Cape Ann Capital Inc
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| CRD # | 128942 |
| SEC # | 801-66982 |
| CIK # | |
| AUM | $198.8 M (2025-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 978-526-7541 |
| Address | 13 Woodcrest Road Manchester, MA 01944 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 194 | 79.0 |
| (b) Individuals (high net worth individuals) | 48 | 107.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 8.3 |
| (h) Charitable organizations | 3 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 198.8 |
| By Discretionary | ||
| Discretionary | 571 | 189.0 |
| Non-Discretionary | 6 | 9.8 |
| Total | 577 | 198.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.8 | |
| Total | 577 | 198.8 |
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|---|---|---|
|
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✚
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AL | 0.2 |
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OH | 0.2 |
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0.2 | |
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0.2 | |
|
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NC | 0.2 |
|
Astor Investment Management LLC
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IL | 0.2 |
|
Principium Investments LLC
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|
0.2 | |
|
Forest Asset Management LLC
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|
IL | 0.2 |
|
Easley Investment Consultants Inc
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|
MS | 0.2 |
|
Smith Bruer Advisors LLC
✚
|
FL | 0.2 |