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CAPE ANN ASSET MANAGEMENT

LONDON, United Kingdom · CRD 284056 · IAPD ↗ · 011-44-203-4438480

$3.78BRegulatory AUM
9Advisory reps
21Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

42
July 2026 — CAPE ANN ASSET MANAGEMENT reported RAUM up 63% ($2.32B -> $3.78B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.