CAPE ANN ASSET MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

215,048

Total plan assets

$33.1B

Filings (rows)

Direct comp

$1.9M

Indirect comp

Showing only "CAPE ANN ASSET MANAGEMENT"

View all 4 variants aggregated →

CAPE ANN GLOBAL DEVELOPING MARKETS7 CAPE ANN CAPITAL4 CAPE ANN GLOBAL3 CAPE ANN ASSET MANAGEMENT3

SERVICES PROVIDED

Investment manager3

CITs / DFEs sponsored by this firm

Click a collective trust to see every plan that holds it.

Fund / entity	Plans holding
CAPE ANN GLOBAL DEV MKTS FUND	3
CAPE ANN GLOBAL DEVELOPING MARKETS	1

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
MAYO CLINIC MAYO PENSION PLAN	ROCHESTER, MN	Investment manager	74,151	$11.8B	$849K	$0
MAYO CLINIC MAYO PENSION PLAN	ROCHESTER, MN	Investment manager	71,743	$11.0B	$331K