Cape Ann Savings Bank
Cape Ann Savings Bank is a multi-family office headquartered in Gloucester. The firm provides investment management, trust, and financial services to families and individuals, emphasizing diversified portfolios tailored to client objectives, risk tolerance,...
Cape Ann Savings Bank
Cape Ann Savings Bank is a multi-family office headquartered in Gloucester. The firm provides investment management, trust, and financial services to families and individuals, emphasizing diversified portfolios tailored to client objectives, risk tolerance, and tax considerations. With a longstanding presence in the community, Cape Ann Savings Bank serves clients across the region—offers fiduciary guidance and wealth management solutions designed to support multigenerational financial goals.
General information
Firm type
Multi Family Office
Year founded
1846
AUM
—
Location
Region
North America
Country
—
City
Gloucester
Corporate office
109 Main St, Gloucester, MA 01930
Frequently asked questions
What is Cape Ann Savings Bank?
Cape Ann Savings Bank is a multi family office headquartered in Gloucester.
When was Cape Ann Savings Bank founded?
Cape Ann Savings Bank was founded in 1846.
Where is Cape Ann Savings Bank headquartered?
Cape Ann Savings Bank is headquartered in Gloucester, in the North America region.
What does Altss track for Cape Ann Savings Bank?
Altss maintains an OSINT-verified profile of Cape Ann Savings Bank covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Cape Ann Savings Bank's website?
Cape Ann Savings Bank's public website is www.capeannsavings.bank. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Cape Ann Savings Bank?
Cape Ann Savings Bank is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Cape Ann Savings Bank?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Cape Ann Savings Bank?
Cape Ann Savings Bank's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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