CAMBRIDGE INVESTMENTS, LLC
Firm details
- Headquarters
- JACKSON, Wyoming
- CRD number
- 174460
- Registered since
- January 26, 2015
Firm profile
FINTRXOverview
Cambridge Investments, LLC is a small, privately owned advisory and investment sponsor that registered with the SEC in 2015. The firm acts as sponsor, general partner and managing member for pooled investment vehicles, indicating its primary activity is running proprietary or closely held funds rather than operating a broad retail advisory business. Its public filings show it is not positioned as an active ESG investor and it is not structured as a multi-state advisory network. Investment activity centers on alternative and private-market exposures. The firm’s reported allocations emphasize private placements and energy- and commodity-related strategies, with direct involvement in oil & gas and commodity investments. Cambridge Investments appears to favor concentrated, manager-driven approaches delivered through its sponsored pooled vehicles and a single hedge fund it advises.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JOHN TOZZI
Chief Executive Officer & Chief Compliance OfficerCRD 448642
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JACKSON, WY
TETON
Location
JACKSON, WY
Headquartered in JACKSON, WY, in the West of the United States.
- Region
- West
- County
- TETON
- Address
- 200 E Broadway Ave
- Time zone
- MT (UTC-7)
- Office locations
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