SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Cambridge Associates Limited, LLC
Boston, MA
CRD 106003
Firm filing updated March 31, 2026 ·
- $8.2BAssets
- 32Clients
- 14Advisory staff
- 32Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals20
- Charities12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 20 | $4.3 billion |
| Charitable organizations | 12 | $3.9 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Pension consulting services
- Selection of other advisors (including private fund managers)
See all 5 services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$8.2 billion
- Accounts32
- Discretionary$799.1 million · 7 accounts
- Non-discretionary$7.4 billion · 25 accounts
People
- Employees15
- Advisory staff14
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Registration details
- SEC-registered investment advisor. CRD 106003, SEC file 801-45277.
- Registered with the SEC as an investment advisor (status date on record: January 21, 1994).
Is Cambridge Associates Limited, LLC a fiduciary?
Short answer: Cambridge Associates Limited, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.