Cambridge Associates, LLC

RIASEC RegisteredEst. 1978

Total AUM

$327B

Discretionary

$107B

33% of AUM

Avg account

$541M

Accounts

604

Employees

1,116

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 104942
Registered since: December 14, 1978
Website: www.cambridgeassociates.com
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees, Other
Client types: Charitable Organizations56.93%
HNWI26.67%
Pension & Profit Sharing Plans10.42%
Other2.98%
State / Municipal Government2.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cambridge Associates, LLC is an independent registered investment adviser organized as an LLC and operating since 1978. It serves both individual/family and institutional clients and provides a broad advisory platform that includes financial planning, portfolio management across individual and pooled vehicles, pension consulting, manager selection, and investor education through publications and seminars. The firm offers multiple fee arrangements — percentage of AUM, hourly, subscription, fixed, and performance-based fees — and is identified as an active ESG investor. Operationally, Cambridge Associates also engages in roles tied to pooled vehicles (sponsor, GP/managing member) and has business activities that include CPO/CTA functions.