CAMBRIDGE ASSOCIATES, LLC

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

About CAMBRIDGE ASSOCIATES, LLC

CAMBRIDGE ASSOCIATES, LLC, formally registered with the SEC as CAMBRIDGE ASSOCIATES, LLC. The firm was established in 12/14/1978. They have over 5 offices throughout the country.

CAMBRIDGE ASSOCIATES, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $281,965,202,879 assets under management, offering retirement planning & investment advisory services to 556 clients. The firm is staffed with 1098 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104942
SEC#	801-14255
Assets Managed by Firm	$281,965,202,879
No. of Clients	556
No. of Advisors	1098

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Performance Based
Other (PERCENT OF ASSETS INVESTED)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	556	$281,965,202,879
High net worth individuals	182	$65,098,223,824
Pension and profit sharing plans	36	$41,737,356,864
Charitable organizations	298	$162,991,605,859
Corporations or other businesses	3	$549,553,652

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