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CAPE INVESTMENT ADVISORY
CAPE Investment Advisory — an RIA multi-family office led by M.
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 $466 million on a discretionary basis. It has 34 employees and 28 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
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
Who runs CAPE Investment Advisory?
M. Cary Greene is the president and CEO of CAPE Investment Advisory. He earlier ran the wealth management practice at a regional trust company before forming the firm. M. Cooper Goff serves as managing director (per public record).
How does CAPE deploy capital for its families?
CAPE focuses on direct investments—co-investments alongside institutional GPs, separately managed accounts in private credit and real estate, and club deals in private equity. The firm avoids commingled fund-of-funds and instead structures each position individually for each family's portfolio requirements (per public record).
Is CAPE a single-family office or a multi-family office?
CAPE is structured as a multi-family office, serving a small, curated group of wealthy families. It functions as an outsourced investment office for those families, handling portfolio construction, manager diligence, and direct placements across asset classes.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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