Cambridge Investments LLC

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Assets, Funds, Holdings

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Cambridge Investments LLC
CRD #174460
SEC #801-80869
CIK #0001334199, 0001074272, 0001919279, 0001577329
AUM
Employees 3 (67% Investors, 0% Brokers)
Phone307-264-1646
Address162 Pine Glades Drive
Jackson, WY 83001
Source [IAPD] [EDGAR]
Total AUM ($M)
25201510502010201420192024
Sector Form 13F Holdings Value ($B)
Progressive Corp/Oh/ 0.0
Broadcom Inc 0.0
Cardinal Health Inc 0.0
Amerisourcebergen Corp 0.0
Microsoft Corp 0.0
Kroger Co 0.0
Bank of America Corp /DE/ 0.0
Ryder System Inc 0.0
Mastercard Inc 0.0
TJX Companies Inc /DE/ 0.0
View All
Holdings by Sector ($B)
5.04.03.02.01.00.02012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Cambridge Partners LP [2015-01-12] 17.6 14.0
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 1 14.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(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 1 14.0
By Discretionary
Discretionary 1 14.0
Non-Discretionary 0 0.0
Total 1 14.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 14.0
Total 1 14.0
Form D Directors # Filings # Firms 2011 - 2025
John Tozzi 4
Cambridge GP LLC 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001074272]
SC 13G [0001074272]
13F-HR [0001334199]
D [0001577329]
D [0001919279]
Form 13D/13G Filer Form 13D/13G Subject Filed
Cambridge Trust Co Cambridge Trust Co [2023-04-03]
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