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Fenton Gregory Coleman

● SEC registered since 2018CRD 133301SEC# 801-113572Sandwich, MA
Export (members)
Reg. AUM
$162.2M
Employees
2
Accounts
429
Location
Sandwich, MA

Fenton Gregory Coleman assets under management

Fenton Gregory Coleman is an investment advisory firm registered with the SEC based in Sandwich, MA. The firm has been registered since 2018. It reports $162.2 million in regulatory assets under management and employs 2 people.
www.cambridgecape.comView on SEC.gov ↗

Fenton Gregory Coleman owners & executives

2 reported
NameTitleOwnershipSince
Gregory Coleman Fenton ControlPrincipal/ OwnerOver 75%1997
Jill Ann Henderson ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Fenton Gregory Coleman manage?

Fenton Gregory Coleman reports $162.2 million in regulatory assets under management on its Form ADV.

How many employees does Fenton Gregory Coleman have?

Fenton Gregory Coleman reports 2 employees.

Where is Fenton Gregory Coleman located?

Fenton Gregory Coleman is based in Sandwich, MA and has been SEC-registered since 2018.

Does Fenton Gregory Coleman disclose fund performance?

Fenton Gregory Coleman is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address128 Route 6a, Sandwich, MA 02563
Phone508-888-9300
Fax508-888-9301
Office hours9 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$162.2M
Total (RAUM)$162.2M