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, LLC
Boston, MA
CRD 104942
Firm filing updated April 29, 2026 ·
- $326.7BAssets
- 424Advisory staff
- 604Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)Yes
- Performance-based feesYes
- OtherYes
- CommissionsNo
Who the firm serves
- Charities306
- High net worth individuals213
- Pension and profit sharing plans34
- Pooled vehicles27
- State or municipal government entities (including government pension plans)5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 213 | $87.1 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 27 | $729.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 34 | $34.1 billion |
| Charitable organizations | 306 | $186.0 billion |
| State or municipal government entities (including government pension plans) | 5 | $7.2 billion |
| Corporations or other businesses not listed above | Fewer than 5 clients | $1.9 billion |
| Other: "SETTLEMENT TRUSTS" | 16 | $9.8 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 8 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$326.7 billion
- Accounts604
- Discretionary$106.7 billion · 248 accounts
- Non-discretionary$220.0 billion · 356 accounts
People
- Employees1,116
- Advisory staff424
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1,000
Registration details
- SEC-registered investment advisor. CRD 104942, SEC file 801-14255.
- Registered with the SEC as an investment advisor (status date on record: December 14, 1978).
Is Cambridge Associates, LLC a fiduciary?
Short answer: Cambridge Associates, 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.