Sign in
Create a free account
CAMBRIDGE ASSOCIATES, LLC
BOSTON, MA
617-457-7500
SEC #801-14255Total AUM
$326.7B
Employees
1,116Clients
604Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
115 FEDERAL STREET
BOSTON
MA 02110-2112
United States
BOSTON
MA 02110-2112
United States
Operating Hours
8:30AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
617-457-7500
Other Offices
4
Financials
Total AUM
$326.7B
Accounts
604Discretionary
$106.7B
Accounts
248Non-Discretionary
$220B
Accounts
356
Clients
HNW Individual Clients
213AUM
$87.1B
Pooled Vehicle Clients
27AUM
$729M
Pension/Profit Sharing Plan Clients
34AUM
$34.1B
Charitable Organization Clients
306AUM
$186B
Government Entity Clients
5AUM
$7.2B
Corporation or Business Clients
3AUM
$1.9B
Other Clients
16AUM
$9.8B
Description of Other Clients
SETTLEMENT TRUSTS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee
Other Compensation
PERCENT OF ASSETS INVESTED
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.