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CAPE ANN ASSET MANAGEMENT

CAPE ANN ASSET MANAGEMENT LIMITED

CRD 284056 · SEC 801-107996

Corporate platformOther (specify)

Large incorporated asset manager or corporate group — typically not a local adviser team.

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1 DUKE'S MEWS, LONDON, W1U 3ET, United Kingdom

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.78B

Discretionary AUM

$3.78B

Team

21 total employees; 9 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Other (specify)

Filing date

2026-06-17

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles3$3.68B
Corporations/business entities1$104.0M

All web addresses on file

Official SEC filing: View on IAPD