Cape Ann Capital, Inc.
Cape Ann Capital, Inc. is an SEC-registered mass-market adviser in Concord, MA with $193.0M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Cape Ann Capital, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128942, SEC 801-66982, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $193.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Concord, MA
- Employees
- 2
- Clients
- 246
- CRD
- 128942
- Ownership
- UMSTEAD, DAVID, A.; UMSTEAD, DAVID, ALLAN; DISTEFANO, JEREMY; JASINSKI, JAMES, RALPH
How much AUM does Cape Ann Capital, Inc. have?
Cape Ann Capital, Inc. reported $193.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Cape Ann Capital, Inc.?
Disclosed owners and executives of Cape Ann Capital, Inc. include UMSTEAD, DAVID, A., UMSTEAD, DAVID, ALLAN, DISTEFANO, JEREMY, JASINSKI, JAMES, RALPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.