CAPE ANN CAPITAL, INC.
Firm details
- Headquarters
- CONCORD, Massachusetts
- CRD number
- 128942
- Registered since
- July 5, 2006
- Website
- www.capeanncapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI47.68%
- Individuals44.85%
- Pension & Profit Sharing Plans5.18%
- Charitable Organizations2.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cape Ann Capital, Inc. is an independent registered investment adviser, organized as a corporation and SEC-registered since 2006. The firm serves both individual and family clients as well as institutional mandates, providing financial planning and portfolio management for individuals, small businesses, and institutional entities. Its billing mixes percentage-of-assets and fixed fees, and it does not act as a capital allocator — instead it manages client mandates directly. Cape Ann Capital received recognition in 2020 from FA Magazine and from Investor.com as part of their lists highlighting notable RIA firms.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Other3%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
- Private Funds1%
Contacts
2 of 2JAMES JASINSKI
Managing PrincipalCRD 2571023
JEREMY DISTEFANO
Portfolio ManagerCRD 5091113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CONCORD, MA
MIDDLESEX
Location
CONCORD, MA
Headquartered in CONCORD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 22 Grove St
- Time zone
- ET (UTC-5)
- Office locations
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