RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Henderson, Jill, AnnICHIEF COMPLIANCE OFFICERNA Control
Henderson, Jill, AnnICHIEF COMPLIANCE OFFICERNA Control
Henderson, Jill, AnnICHIEF COMPLIANCE OFFICERNA Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ CCOE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ CCOE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ CCOE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ CCOE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ CCOE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ CCOE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ CCOE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ CCOE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ CCOE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ OWNERE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ CCOE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ OWNERE Control
FENTON, GREGORY, COLEMANIPRINCIPAL/ OWNERE Control

Registrations

Federal

IA
Mar 3, 2025 REGISTERED

Notice Filings (2)

MA NH

Address

128 ROUTE 6A
SANDWICH, MA 02563
United States
Phone: 508-888-9300