Cape Capital Management LLC is a large advisory firm based in Greenwich. It manages $520.45 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Cape Capital Management provides portfolio management for pooled investment vehicles and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cape Capital Management LLC is $520.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cape Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cape Capital Management LLC performs its advisory services is located at 537 Steamboat Rd, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-622-0816 or by fax 203-622-7378. The normal business hours are 8am -6 pm on Monday - Friday. You can find more information about the New York firm at capecapitalmanagement.com.