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CAMBRIDGE ASSOCIATES, LLC

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

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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 $276,031,240,533 assets under management, offering retirement planning & investment advisory services to 586 clients. The firm is staffed with 1154 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104942
SEC#801-14255
Assets Managed by Firm$276,031,240,533
No. of Clients586
No. of Advisors1154

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Fixed Fees
  • Performance Based
  • Other(PERCENT OF ASSETS INVESTED)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total586$276,031,240,533
High net worth individuals206$69,067,587,053
Pension and profit sharing plans30$35,606,501,251
Charitable organizations312$159,074,014,500
Corporations or other businessesFewer than 5 clients$511,012,526

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