|
⚲
|
| Cambridge Associates Limited LLC
✚
| |
|---|---|
| CRD # | 106003 |
| SEC # | 801-45277 |
| CIK # | |
| AUM | $5.3 BB (2024-03-29) |
| Employees | 15 (93% Investors, 0% Brokers) |
| Phone | 617-457-7500 |
| Address | 115 Federal Street Boston, MA 02110-2112 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 23 | 5.3 |
| By Discretionary | ||
| Discretionary | 2 | 0.4 |
| Non-Discretionary | 21 | 4.8 |
| Total | 23 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 0.0 | |
| Total | 23 | 5.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
HBK Sorce Advisory LLC
✚
|
PA | 5.6 |
|
Sigma Planning Corporation
✚
|
MI | 5.6 |
|
Asset Strategy Consultants LLC
✚
|
MD | 5.4 |
|
Richard Bernstein Advisors LLC
✚
|
NY | 5.2 |
|
Sendero Wealth Management LLC
✚
|
TX | 5.2 |
|
Geneos Wealth Management Inc
✚
|
CO | 5.2 |
|
Fort Pitt Capital Group LLC
✚
|
PA | 5.2 |
|
Andersen Tax LLC
✚
|
VA | 5.0 |
|
Index Fund Advisors Inc
✚
|
CA | 5.0 |
|
Osaic Advisory Services LLC
✚
|
GA | 4.9 |