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| Cambridge Capital Management LLC
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| |
|---|---|
| CRD # | 110932 |
| SEC # | 801-80162 |
| CIK # | |
| AUM | $325.1 MM (2024-02-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 618-206-3262 |
| Address | 781 Sunset Blvd Ofallon, IL 62269 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 73.8 |
| (b) Individuals (high net worth individuals) | 83 | 227.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 20.4 |
| (h) Charitable organizations | 3 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 932 | 325.1 |
| By Discretionary | ||
| Discretionary | 901 | 292.1 |
| Non-Discretionary | 31 | 33.0 |
| Total | 932 | 325.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.1 | |
| Total | 932 | 325.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Quaker Wealth Management LLC
✚
|
NJ | 0.3 |
|
Wise Wealth LLC
✚
|
MO | 0.3 |
|
Markowski Brothers Holding Corporation
✚
|
FL | 0.3 |
|
Capital Management LLC
✚
|
NC | 0.3 |
|
Bell & Brown Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Tounjian Advisory Group LLC
✚
|
FL | 0.3 |
|
Castle Coast Wealth LLC
✚
|
CA | 0.3 |
|
Argyle Capital Management Inc
✚
|
PA | 0.3 |
|
Financial Life Advisors LLC
✚
|
TX | 0.3 |
|
Reichard Capital LLC
✚
|
NC | 0.3 |