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CAMBRIDGE ASSOCIATES, LLC
CRD 104942 · SEC 801-14255
115 FEDERAL STREET, BOSTON, MA, 02110-2112, United States
Phone
617-457-7500
Fax
617-457-7501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$326.70B
Discretionary AUM
$106.72B
Team
1116 total employees; 424 advisory reps; 233 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Performance-based fees; PERCENT OF ASSETS INVESTED
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 213 | $87.14B |
| Pooled investment vehicles | 27 | $729.0M |
| Pension/profit sharing plans | 34 | $34.06B |
| Charitable organizations | 306 | $185.98B |
| State/municipal entities | 5 | $7.16B |
| Corporations/business entities | 3 | $1.89B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD