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CAPE INVESTMENT ADVISORY
CAPE Investment Advisory, Inc. is an SEC-registered investment adviser in McDonough, GA, registered since 2010. The firm manages $474 million in assets, with...
Overview
CAPE Investment Advisory, Inc. is an SEC-registered investment adviser in McDonough, GA, registered since 2010. The firm manages $474 million in assets, with $466 million on a discretionary basis. It has 34 employees and 28 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Mcdonough
Corporate office
San Mateo, CA, United States
Principals
M. Cary Greene
President and CEO
M. Cooper Goff
Managing Director
Sector focus
Frequently asked questions
Does CAPE publish its AUM or performance track record?
No. CAPE Investment Advisory does not publicly disclose its assets under management, fee schedules, or investment returns. The firm is not registered as an investment adviser with the SEC and operates under state-level exemptions, further limiting public reporting requirements.
What types of investments does CAPE avoid?
The firm avoids commingled hedge funds and publicly traded long-only equity strategies, preferring direct or co-investment structures where it can negotiate terms and exit provisions. It also does not pursue venture capital or early-stage deals, focusing on more established private companies.
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