CAMBRIDGE INVESTMENTS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
JACKSON, Wyoming
CRD number
174460
Registered since
January 26, 2015

Firm profile

FINTRX

Overview

Cambridge Investments, LLC is a small, privately owned advisory and investment sponsor that registered with the SEC in 2015. The firm acts as sponsor, general partner and managing member for pooled investment vehicles, indicating its primary activity is running proprietary or closely held funds rather than operating a broad retail advisory business. Its public filings show it is not positioned as an active ESG investor and it is not structured as a multi-state advisory network. Investment activity centers on alternative and private-market exposures. The firm’s reported allocations emphasize private placements and energy- and commodity-related strategies, with direct involvement in oil & gas and commodity investments. Cambridge Investments appears to favor concentrated, manager-driven approaches delivered through its sponsored pooled vehicles and a single hedge fund it advises.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOHN TOZZI

    Chief Executive Officer & Chief Compliance OfficerCRD 448642

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

JACKSON, WY

TETON

Location

JACKSON, WY

Headquartered in JACKSON, WY, in the West of the United States.

Region
West
County
TETON
Address
200 E Broadway Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth