CAMBRIDGE ASSOCIATES LIMITED, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 106003
- Registered since
- January 21, 1994
- Website
- www.cambridgeassociates.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds42%
- Public Funds/Mutual Funds24%
- Exchange Traded Equities18%
- Other8%
- Cash & Cash Equivalents7%
Owners & executives
3 of 5Pamela Boone
Chief Financial OfficerCRD 7566278
DMITRI SHADRIN
Chief Operating OfficerCRD 5053297
SEAN HANNA
Chief Compliance OfficerCRD 6550402
Contacts
1 of 1SAMANTHA DAVIDSON
PresidentCRD 2926644
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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