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Building 2CAMBRIDGE ASSOCIATES LIMITED, LLC

Map pinBOSTON, MA
Phone(617) 457-7500
NotebookSEC #801-45277
Total AUM
$8.2B
Employees
15
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 FEDERAL STREET
BOSTON
MA 02110-2112
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
(617) 457-7500
Other Offices
1

ReceiptFinancials

Total AUM
$8.2B
Accounts
32
Discretionary
$799.1M
Accounts
7
Non-Discretionary
$7.4B
Accounts
25

ContactClients

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HNW Individual Clients
20
AUM
$4.3B
Charitable Organization Clients
12
AUM
$3.9B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS INVESTED

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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