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| Cape Ann Capital Inc
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|
|
|---|---|
| CRD # | 128942 |
| SEC # | 801-66982 |
| CIK # | |
| AUM | $193.0 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 978-254-5841 |
| Address | 22 Grove Street Concord, MA 01742-1509 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 86.6 |
| (b) Individuals (high net worth individuals) | 42 | 92.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 10.0 |
| (h) Charitable organizations | 3 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 193.0 |
| By Discretionary | ||
| Discretionary | 543 | 181.2 |
| Non-Discretionary | 6 | 11.8 |
| Total | 549 | 193.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.0 | |
| Total | 549 | 193.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pine Haven Investment Counsel Inc
✚
|
0.2 | |
|
Stonecreek Private Wealth LLC
✚
|
0.2 | |
|
Retirement Plan Fiduciaries LLC
✚
|
0.2 | |
|
Kastel Capital Advisors LLC
✚
|
MA | 0.2 |
|
January Capital Advisors LLC
✚
|
CA | 0.2 |
|
Hinchley Advisory Group LLC
✚
|
CO | 0.2 |
|
Willner & Heller LLC
✚
|
CA | 0.2 |
|
Wickham Financial Group Inc
✚
|
GA | 0.2 |
|
Baybridge Capital Group LLC
✚
|
CA | 0.2 |
|
Tailwinds Wealth LLC
✚
|
MN | 0.2 |