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 a long-established SEC-registered investment advisory firm (registered since 1978) that serves both individuals and institutions. It operates as a non-independent retail RIA and reports a mixed ownership structure including domestic and foreign entities as well as individual owners. The firm offers a wide range of advisory services — financial planning, portfolio management for individuals, pooled vehicles and institutions, pension consulting, manager selection, and investor education via publications and seminars. It also carries business activity registrations consistent with CPO/CTA work and acts in sponsor/GP roles for pooled vehicles. The firm uses a diversified fee model that includes asset-based fees, performance fees, hourly and fixed fees, subscription arrangements and other structures. Cambridge Associates describes itself as an active ESG investor. It has received at least one public accolade, being listed among Elite Advisors by CNBC in 2026.