This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Summit legacy
- Established Date
- 10-01-1999
- Office Locations
- 2
Office Locations
About Cape ANN Capital, Inc.
Cape Ann Capital provides investment advice and portfolio construction centered on risk management and ongoing client dialogue. Since 1999, it has used technology to design risk-sensitive, long-term portfolios aligned to each client’s asset-allocation targets, aiming to outperform a balanced index-fund benchmark after fees. The firm focuses exclusively on mutual funds and offers complimentary portfolio reviews.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEREMY DISTEFANO
Chief Compliance Officer, Chief Executive Officer, Portfolio Manager
- CRD
- #5091113
- Ownership
- 50% but less than 75%
JAMES RALPH JASINSKI
President
- CRD
- #2571023
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,231,770 | $333,760 |
| Non-Discretionary | $11,777,413 | $1,962,902 |
| Total | $193,009,183 | $351,565 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $193,009,183
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $841,592,443 | 32.8% |
| Other | $300,202,182 | 11.7% |
| Cash | $225,793,094 | 8.8% |
| Equity - Exchange | $354,084,625 | 13.8% |
| Private Funds | $844,158,274 | 32.9% |
| Total | $2,565,830,618 | 100.0% |