CAMBRIDGE ASSOCIATES LIMITED, LLC

115 Federal Street
Boston, Massachusetts 02110-2112
Tel: (617) 457-7500

About CAMBRIDGE ASSOCIATES LIMITED, LLC

CAMBRIDGE ASSOCIATES LIMITED, LLC, formally registered with the SEC as CAMBRIDGE ASSOCIATES LIMITED, LLC. The firm was established in 01/21/1994. They have over 2 offices throughout the country.

CAMBRIDGE ASSOCIATES LIMITED, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $5,255,462,250 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106003
SEC#	801-45277
Assets Managed by Firm	$5,255,462,250
No. of Clients	23
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees
Other (PERCENTAGE OF ASSETS INVESTED)

Advisory Services Provided

Financial planning services
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	23	$5,255,462,250
High net worth individuals	12	$1,921,657,359
Charitable organizations	11	$3,333,804,891

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