Cape Ann Capital

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

13 Woodcrest Rd, Manchester, Massachuset...

Phone Number

(978) 254-5841

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cape Ann Capital

Cape Ann Capital is an independent fee-only financial advisor located in the Boston area, utilizing technology and experienced investment professionals to enhance decision-making. The firm aims to deliver financial results that exceed the performance of index funds, targeting to rank client performance in the top 20% of investors with similar asset allocations. Since its inception in 1999, Cape Ann Capital has focused on creating risk-sensitive investment portfolios and emphasizes the importance of mutual funds for their unique benefits. Their philosophy centers on guiding clients through the complexities of investing, ensuring that advice aligns with evolving client needs.Explore more
Cape Ann Capital's Social MediaPopular SearchesCape Ann CapitalCape Ann Capital IncCape Ann Capital inCapeanncapital ComWww CapeanncapitalSIC Code 62,628NAICS Code 52,523Show more

Cape Ann Capital Org Chart

PhoneEmail
DU
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Managing Principal and Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cape Ann Capital

<$5M
1-10
Private
-
1999
DU
David UmsteadManaging Principal and Founder
$8.2M
11-50
Private
<$5M
1996
CP
Christopher PlattenChief Financial Officer
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
1996
DC
Dana CrosbyWealth Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cape Ann Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cape Ann Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cape Ann Capital.

Cape Ann Capital Tech Stack

A closer look at the technologies used by Cape Ann Capital

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Frequently Asked Questions Regarding Cape Ann Capital

What is Cape Ann Capital's official website?
Cape Ann Capital's official website is www.capeanncapital.com
What is Cape Ann Capital's Revenue?
Cape Ann Capital's revenue is <$5 Million
What is Cape Ann Capital's SIC code?
Cape Ann Capital's SIC: 62,628
What is Cape Ann Capital's NAICS code?
Cape Ann Capital's NAICS: 52,523
How many employees does Cape Ann Capital have?
Cape Ann Capital has 1-10 employees
What industry does Cape Ann Capital belong to?
Cape Ann Capital is in the industry of: Finance, Securities Trading
What is Cape Ann Capital competition?
Cape Ann Capital top competitors include: Journey Capital Advisers, SC Capital Advisors, Wainwright Investment Counsel, Telos Capital Management
What technology does Cape Ann Capital use?
Some of the popular technologies that Cape Ann Capital uses are: Google Universal Analytics, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact Cape Ann Capital?
Cape Ann Capital contact info: Phone number: (978) 254-5841 Website: www.capeanncapital.com
What does Cape Ann Capital do?

Cape Ann Capital is an independent fee-only financial advisor located in the Boston area, utilizing technology and experienced investment professionals to enhance decision-making. The firm aims to deliver financial results that exceed the performance of index funds, targeting to rank client performance in the top 20% of investors with similar asset... allocations. Since its inception in 1999, Cape Ann Capital has focused on creating risk-sensitive investment portfolios and emphasizes the importance of mutual funds for their unique benefits. Their philosophy centers on guiding clients through the complexities of investing, ensuring that advice aligns with evolving client needs.Read More

What are Cape Ann Capital social media links?
Cape Ann Capital Linkedin page Cape Ann Capital Facebook page
Is Cape Ann Capital a public company?
Cape Ann Capital is private company therefore does not currently have an official ticker symbol
See more information about Cape Ann Capital

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