# CAPE ANN CAPITAL

CAPE ANN CAPITAL is a RIA based in Concord, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Concord, United States
- **Region:** North America
- **Address:** Gloucester, MA, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/cape-ann-capital

## Regulatory record

- **CRD number:** 128942
- **SEC file number:** 801-66982
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128942

## About

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.

## 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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- [G&F Financial Services](https://altss.com/profile/gandf-financial-services)
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Last updated: 2026-07-06T01:24:13.527Z

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