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| Cambridge Associates LLC
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| CRD # | 104942 |
| SEC # | 801-14255 |
| CIK # | |
| AUM | $313.5 B (2025-07-25) |
| Employees | 1,087 (40% Investors, 0% Brokers) |
| Phone | 617-457-7500 |
| Address | 115 Federal Street Boston, MA 02110-2112 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | CA 0913 | 2025-04-30 | 964.1 | |
| Other | CA 2915 | 2025-04-30 | 612.5 | |
| Other | CA Resources Fund US Tax-Exempt LP - Series Advent International GPE X | [2025-03-31] | 55.0 | 29.0 |
| Other | Beaufort Fund IV LP SIF | 2025-02-28 | 3.2 | |
| Other | CA 2961 | 2025-02-28 | 2,237.3 | |
| Other | CA 3029 | 2025-02-28 | 4.9 | |
| Other | CA Resources Fund US Taxable LP - Series KPS Special Situations Fund VI | [2025-02-28] | 157.3 | 74.0 |
| Other | CA Resources Fund US Tax-Exempt LP - Series KPS Special Situations Fund VI A | [2025-02-28] | 157.3 | 147.0 |
| Other | CA Resources Fund US Tax-Exempt LP - Series Third Rock Ventures VI | [2025-02-28] | 63.2 | 89.0 |
| Other | CA 2990 | 2023-08-29 | 34.2 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 192 | 80.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 19 | 0.5 |
| (g) Pension and profit sharing plans | 43 | 46.3 |
| (h) Charitable organizations | 300 | 175.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 1.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.6 |
| (n) Other | 16 | 9.4 |
| Total | 575 | 313.5 |
| By Discretionary | ||
| Discretionary | 213 | 101.1 |
| Non-Discretionary | 362 | 212.4 |
| Total | 575 | 313.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.4 | |
| United States Persons | 303.1 | |
| Total | 575 | 313.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| James Bailey | 33 | |||
| John Lyons | 12 | |||
| Susan Sieker | 12 | |||
| Scott Zoltowski | 8 | |||
| Jay Lyons | 7 | |||
| Steven Nelson | 27 | |||
| David Druley | 19 | |||
| Cambridge Associates LLC | 19 | |||
| Cambridge Associates Resources LLC | 13 | |||
| Noel ONeill | 7 | |||
| View All | ||||
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Cambridge Associates LLC
✚
|
MA | 313.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goldman Sachs Asset Management International
✚
|
440.2 | |
|
Principal Global Investors LLC
✚
|
IA | 364.0 |
|
Neuberger Berman Investment Advisers LLC
✚
|
NY | 362.7 |
|
Mercer Investments LLC
✚
|
MA | 202.6 |
|
Mackay Shields LLC
✚
|
NY | 151.6 |
|
Wilshire Advisors LLC
✚
|
CA | 99.1 |
|
Grantham Mayo van Otterloo & Co LLC
✚
|
MA | 68.6 |
|
MIO Partners Inc
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|
NY | 44.9 |
|
LIDO Advisors LLC
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|
CA | 29.1 |
|
Horizon Kinetics Asset Management LLC
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|
NY | 9.8 |