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| Cape Ann Capital Inc
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|
|---|---|
| CRD # | 128942 |
| SEC # | 801-66982 |
| CIK # | |
| AUM | $166.9 MM (2023-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 978-526-7541 |
| Address | 13 Woodcrest Road Manchester, MA 01944 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 64.5 |
| (b) Individuals (high net worth individuals) | 40 | 81.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 17.8 |
| (h) Charitable organizations | 2 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 545 | 166.9 |
| By Discretionary | ||
| Discretionary | 534 | 147.4 |
| Non-Discretionary | 11 | 19.4 |
| Total | 545 | 166.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 166.6 | |
| Total | 545 | 166.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MRP Capital Investments LLC
✚
|
GA | 0.2 |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 0.2 |
|
Austerra Wealth Management LLC
✚
|
TX | 0.2 |
|
Lockshield Partners Inc
✚
|
KY | 0.2 |
|
Gentry Private Wealth LLC
✚
|
KS | 0.2 |
|
Bland Garvey Wealth Advisors LLC
✚
|
TX | 0.2 |
|
KERA Capital Partners Inc
✚
|
CA | 0.2 |
|
Beaumont Capital Management LLC
✚
|
MA | 0.2 |
|
Financial Navigators Inc
✚
|
MA | 0.2 |
|
New Potomac Partners LLC
✚
|
MD | 0.2 |