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 in operation since 1978. The firm serves both individual/family and institutional clients and offers a broad set of advisory services that include financial planning, discretionary and non‑discretionary portfolio management across individuals, pooled vehicles, businesses and institutions, selection of external managers, pension consulting and educational publications and seminars. The firm reports activity as a CPO/CTA and maintains multiple industry affiliations — including roles as an investment adviser, trust company and sponsor or GP of pooled investment vehicles. Cambridge Associates charges a range of fee types (percentage of AUM, hourly, subscription, fixed and performance‑based fees) and reports incorporating ESG considerations into its investment process.