CAMBRIDGE ASSOCIATES LIMITED, LLC

RIASEC RegisteredEst. 1994
Total AUM
$8.2B
Discretionary
$799M
10% of AUM
Avg account
$256M
Accounts
32
Employees
15
Advisory reps
6

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
106003
Registered since
January 21, 1994
Custodians
PICTET BANK OF SWITZERLAND
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI51.89%
  • Charitable Organizations48.11%
Services
Financial PlanningPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cambridge Associates Limited, LLC is an independent, SEC-registered investment adviser and capital allocator that serves both individual/family and institutional clients. Established in 1994 as an LLC, the firm combines advisory services with active manager selection and publishing/education activities. Its stated advisory capabilities include financial planning, pension consulting, selecting third‑party managers, issuing periodicals, and running seminars and workshops. Fee arrangements include percentage‑of‑AUM billing alongside fixed fees and other structures. The firm also identifies as an active ESG investor and reports ownership tied to domestic entities and individuals. Cambridge Associates operates as more than a traditional advisory shop: it acts as a capital allocator and is affiliated with other investment vehicles and sponsor roles, including serving as sponsor, general partner, or managing member of pooled investment vehicles and as an adviser or trust‑related entity in other capacities.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 42%, Public Funds/Mutual Funds 24%, Exchange Traded Equities 18%, Other 8%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 1%42%
  • Private Funds42%
  • Public Funds/Mutual Funds24%
  • Exchange Traded Equities18%
  • Other8%
  • Cash & Cash Equivalents7%

Owners & executives

3 of 5
  • Pamela Boone

    Chief Financial OfficerCRD 7566278

  • DMITRI SHADRIN

    Chief Operating OfficerCRD 5053297

  • SEAN HANNA

    Chief Compliance OfficerCRD 6550402

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Contacts

1 of 1
  • SAMANTHA DAVIDSON

    PresidentCRD 2926644

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
115 Federal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth