FENTON GREGORY COLEMAN
Legal name: CAMBRIDGE CAPE COD ADVISORS, LLC
CRD #133301 SEC #801-113572 SANDWICH, MA 508-888-9300
SEC Registered
Total AUM
$162.2M
Discretionary
$0
Employees
2
Clients
101
Accounts
429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $162.2M | $0 | $162.2M | 2 | 0 |
| Mar 2024 | $156.3M | $57.2M | $99.1M | 2 | 0 |
| Nov 2023 | $147.9M | $0 | $147.9M | 2 | 157 |
| Nov 2023 | $147.9M | $0 | $147.9M | 2 | 157 |
| Mar 2023 | $147.9M | $0 | $147.9M | 2 | 157 |
| Mar 2022 | $158.4M | $0 | $158.4M | 2 | 144 |
| Feb 2021 | $152.5M | $0 | $152.5M | 1 | 129 |
| Jan 2021 | $152.5M | $0 | $152.5M | 1 | 129 |
| Jan 2021 | $152.5M | $0 | $152.5M | 1 | 129 |
| Jun 2020 | $131.7M | $0 | $131.7M | 1 | 0 |
| Apr 2020 | $131.7M | $0 | $131.7M | 1 | 0 |
| Mar 2019 | $107.2M | $0 | $107.2M | 1 | 0 |
| Jun 2018 | $117.5M | $0 | $117.5M | 1 | 0 |
DateMar 2025
Total AUM$162.2M
Discretionary$0
Non-Disc.$162.2M
Employees2
Clients0
DateMar 2024
Total AUM$156.3M
Discretionary$57.2M
Non-Disc.$99.1M
Employees2
Clients0
DateNov 2023
Total AUM$147.9M
Discretionary$0
Non-Disc.$147.9M
Employees2
Clients157
DateNov 2023
Total AUM$147.9M
Discretionary$0
Non-Disc.$147.9M
Employees2
Clients157
DateMar 2023
Total AUM$147.9M
Discretionary$0
Non-Disc.$147.9M
Employees2
Clients157
DateMar 2022
Total AUM$158.4M
Discretionary$0
Non-Disc.$158.4M
Employees2
Clients144
DateFeb 2021
Total AUM$152.5M
Discretionary$0
Non-Disc.$152.5M
Employees1
Clients129
DateJan 2021
Total AUM$152.5M
Discretionary$0
Non-Disc.$152.5M
Employees1
Clients129
DateJan 2021
Total AUM$152.5M
Discretionary$0
Non-Disc.$152.5M
Employees1
Clients129
DateJun 2020
Total AUM$131.7M
Discretionary$0
Non-Disc.$131.7M
Employees1
Clients0
DateApr 2020
Total AUM$131.7M
Discretionary$0
Non-Disc.$131.7M
Employees1
Clients0
DateMar 2019
Total AUM$107.2M
Discretionary$0
Non-Disc.$107.2M
Employees1
Clients0
DateJun 2018
Total AUM$117.5M
Discretionary$0
Non-Disc.$117.5M
Employees1
Clients0