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CAPE ANN CAPITAL
CAPE ANN CAPITAL, INC. is an SEC-registered investment adviser in CONCORD, MA, registered since 2006. The firm manages $193 million in assets, $181 million...
Overview
CAPE ANN CAPITAL, INC. is an SEC-registered investment adviser in CONCORD, MA, registered since 2006. The firm manages $193 million in assets, $181 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Concord
Corporate office
Gloucester, MA, United States
Frequently asked questions
What is Cape Ann Capital's investment mandate?
No public documents outline a sector or stage mandate. Typical single-family offices of this type run multi-asset-class portfolios spanning public equities, fixed income, private investments, and real assets, with allocations driven by family-specific capital-preservation and growth goals rather than a commercial strategy.
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