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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAMBRIDGE CAPE COD ADVISORS, LLC

FENTON GREGORY COLEMAN, CRD 133301

SANDWICH, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7cedb85-b605-a247-1934-c19845f4a39c

Data as of Jan 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
On other graphs: 1
Observed: Jun 7, 2018 to Jan 8, 2026
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Cambridge Cape Cod Advisors

Venture manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $195MItem 5.F on the latest filing (2026-01-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $195MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $195Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 264
Individual clients: 55
High net worth clients: 68
SEC number: 801-113572
CRD: 133301
Filings on the tape: 14
First filed: Jun 7, 2018
Latest filed: Jan 8, 2026
Organised: Limited Liability Company, MA
Website: cambridgecape.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY COLEMAN FENTON	Certified Financial Planner	SANDWICH, MA	21	38	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FENTON, GREGORY, COLEMAN	PRINCIPAL/ OWNER	E	yes	01/1997	Jun 7, 2018	Mar 8, 2024
Henderson, Jill, Ann	CHIEF COMPLIANCE OFFICER	Na	yes	11/2023	Nov 14, 2023	Mar 8, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Jan 8, 2026	$195M	$0	2	0	n/a	n/a
2024	Mar 3, 2025	$162M	$0	2	2	n/a	n/a
2023	Mar 8, 2024	$156M	$57.2M	2	2	n/a	n/a
2022	Mar 15, 2023	$148M	$0	2	2	n/a	n/a
2021	Mar 17, 2022	$158M	$0	2	2	n/a	n/a
2020	Jan 11, 2021	$153M	$0	1	1	n/a	n/a
2019	Apr 8, 2020	$132M	$0	1	1	n/a	n/a
2018	Mar 8, 2019	$107M	$0	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$195M	$162M	20.1%	$148M	9.6%	2	2	0	0

Relationships

Registered with (2)

← GREGORY COLEMAN FENTONAdvisorregistration: current employment
Mar 14, 2005 to presentfactForm ADV
← Vincent Charles RenautAdvisorregistration: previous registration
May 27, 2021 to Oct 20, 2023factForm ADV

Controls (2)

← FENTON, GREGORY, COLEMANOwnerPRINCIPAL/ OWNER, ownership code E, individual
Jun 7, 2018 to Mar 8, 2024factForm ADV
← Henderson, Jill, AnnOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 14, 2023 to Mar 8, 2024factForm ADV

Dated events

Occurred
Nov 14, 2023
Control person joined
Ann Jill Henderson (Chief Compliance Officer) appeared on Schedule A of Cambridge Cape Cod Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Oct 20, 2023
Advisor changed firm
Vincent Charles Renaut left Cambridge Cape Cod Advisors, Llc for Pier 42 Advisors (registered 2023-07-26)
Form ADVobserved 5 days ago
Occurred
Jan 14, 2021
Succession filed (Item 4)
Cambridge Cape Cod Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Jun 7, 2018
First Form ADV filing
Cambridge Cape Cod Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7cedb85-b605-a247-1934-c19845f4a39c
First observed: Jun 7, 2018
Last observed: Jan 8, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAMBRIDGE CAPE COD ADVISORS, LLC

FENTON GREGORY COLEMAN, CRD 133301

SANDWICH, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7cedb85-b605-a247-1934-c19845f4a39c

Data as of Jan 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:29 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY COLEMAN FENTON

Certified Financial Planner

SANDWICH, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FENTON, GREGORY, COLEMAN

PRINCIPAL/ OWNER

yes

01/1997

Jun 7, 2018

Mar 8, 2024

Henderson, Jill, Ann

CHIEF COMPLIANCE OFFICER

yes

11/2023

Nov 14, 2023

Mar 8, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 8, 2026

$195M

n/a

2024

Mar 3, 2025

$162M

n/a

2023

Mar 8, 2024

$156M

$57.2M

n/a

2022

Mar 15, 2023

$148M

n/a

2021

Mar 17, 2022

$158M

n/a

2020

Jan 11, 2021

$153M

n/a

2019

Apr 8, 2020

$132M

n/a

2018

Mar 8, 2019

$107M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$195M

$162M

20.1%

$148M

9.6%