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| Happy Holidays!! thanks for using AUM13F!! |
| Cambridge Associates Limited LLC
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|---|---|
| CRD # | 106003 |
| SEC # | 801-45277 |
| CIK # | |
| AUM | $5.8 B (2025-07-25) |
| Employees | 14 (93% Investors, 0% Brokers) |
| Phone | 617-457-7500 |
| Address | 115 Federal Street Boston, MA 02110-2112 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 16 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 5.8 |
| By Discretionary | ||
| Discretionary | 4 | 0.4 |
| Non-Discretionary | 24 | 5.4 |
| Total | 28 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.8 | |
| United States Persons | 0.0 | |
| Total | 28 | 5.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Richmond Capital Management Inc
✚
|
VA | 6.1 |
|
Andersen Tax LLC
✚
|
VA | 6.1 |
|
GYL Financial Synergies LLC
✚
|
CT | 6.1 |
|
Ethic Inc
✚
|
NY | 5.9 |
|
Sendero Wealth Management LLC
✚
|
TX | 5.8 |
|
Wedbush Securities Inc
✚
|
CA | 5.7 |
|
Signature Investment Advisors LLC
✚
|
CA | 5.7 |
|
Sigma Planning Corporation
✚
|
MI | 5.7 |
|
Geneos Wealth Management Inc
✚
|
CO | 5.6 |
|
Frontier Asset Management LLC
✚
|
WY | 5.3 |