Cambridge Capital Management LLC

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Assets, Funds, Holdings

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Cambridge Capital Management LLC
CRD #110932
SEC #801-80162
CIK #0002078994
AUM $385.2 M (2025-02-14)
Employees 5 (60% Investors, 0% Brokers)
Phone618-206-3262
Address781 Sunset Blvd
Ofallon, IL 62269
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
60048036024012002000200820172026
Sector Form 13F Holdings Value ($M)
Apple Inc 0.7
Amazon Com Inc 0.5
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
190152114763802022202320242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 245 78.5
(b) Individuals (high net worth individuals) 96 282.8
(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 4 19.9
(h) Charitable organizations 3 3.9
(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 964 385.2
By Discretionary
Discretionary 939 354.4
Non-Discretionary 25 30.8
Total 964 385.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 385.2
Total 964 385.2
EDGAR Form CIK 2011 - 2025
13F-HR [0002078994]
Comparable Firms State AUM ($B)
PFW Advisors LLC
GA 0.4
Trellis Wealth Advisors LLC
CA 0.4
Curbstone Financial Management Corporation
NH 0.4
Roberts Wealth Advisors LLC
CA 0.4
Lakeside Advisors Inc
WA 0.4
Planned Asset Management LLC
CA 0.4
Rooney Capital Management Inc
0.4
The Martin Worley Group
UT 0.4
Old North State Wealth Management LLC
NC 0.4
Blue Water Wealth Inc
OR 0.4
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