Cambridge Capital Management, LLC
Firm details
- Headquarters
- O Fallon, Illinois
- CRD number
- 110932
- Registered since
- August 25, 2014
- Website
- camcapmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.11%
- Individuals16.66%
- Pension & Profit Sharing Plans5.33%
- Charitable Organizations0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cambridge Capital Management, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC and first registered in 2014. Ownership is held by an individual, and the firm serves both individuals and families as well as institutional clients. Its client-facing services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Cambridge does not describe itself as an active ESG investor and is not positioned primarily as a capital allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$268M in ETFs
80%
$216M
14%
$52.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $39.4M | 182,325 | 14.68% |
Location
O Fallon, IL
Saint Clair
Location
O Fallon, IL
Headquartered in O Fallon, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Clair
- Address
- 781 Sunset Blvd
- Time zone
- CT (UTC-6)
- Office locations
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