Cambridge Cape Cod Advisors, LLC
Cambridge Cape Cod Advisors, LLC is an SEC-registered wealth manager in Sandwich, MA with $194.8M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Cambridge Cape Cod Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133301, SEC 801-113572, data through 2026-01-08.
- AUM (assets under management / regulatory AUM)
- $194.8M (2026-01-08)
- Firm type
- Wealth Manager
- Location
- Sandwich, MA
- Employees
- 2
- Clients
- 123
- CRD
- 133301
- Ownership
- FENTON, GREGORY, COLEMAN; Henderson, Jill, Ann
How much AUM does Cambridge Cape Cod Advisors, LLC have?
Cambridge Cape Cod Advisors, LLC reported $194.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-08).
Who owns Cambridge Cape Cod Advisors, LLC?
Disclosed owners and executives of Cambridge Cape Cod Advisors, LLC include FENTON, GREGORY, COLEMAN, Henderson, Jill, Ann. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.