Cape Ann Capital, Inc.
● SEC registered since 2006CRD 128942SEC# 801-66982Concord, MA
Reg. AUM
$193M
Employees
2
Accounts
549
Location
Concord, MA
Cape Ann Capital, Inc. assets under management
Cape Ann Capital, Inc. operates as an SEC-registered investment adviser based in Concord, MA. The firm has been registered since 2006. It reports $193 million in regulatory assets under management and employs 2 people.
Cape Ann Capital, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Ralph Jasinski Control | President | 50-75% | 2013 |
| Jeremy Distefano Control | Ceo, Chief Compliance Officer | 50-75% | 2019 |
Frequently asked questions
How much does Cape Ann Capital, Inc. manage?
Cape Ann Capital, Inc. reports $193 million in regulatory assets under management on its Form ADV.
How many employees does Cape Ann Capital, Inc. have?
Cape Ann Capital, Inc. reports 2 employees.
Where is Cape Ann Capital, Inc. located?
Cape Ann Capital, Inc. is based in Concord, MA and has been SEC-registered since 2006.
Does Cape Ann Capital, Inc. disclose fund performance?
Cape Ann Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22 Grove Street, Concord, MA 01742-1509 |
| Phone | 978-254-5841 |
| Fax | 978-254-5461 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$193M▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$193Mregulatory AUM
Discretionary $181.2MNon-discretionary $11.8M