← Back to searchVisit website
CAMBRIDGE ASSOCIATES LIMITED, LLC
CRD 106003 · SEC 801-45277
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
$8.20B
Discretionary AUM
$799.1M
Team
15 total employees; 14 advisory reps; 8 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; PERCENTAGE OF ASSETS INVESTED
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $4.26B |
| Charitable organizations | 12 | $3.95B |
All web addresses on file
Official SEC filing: View on IAPD