Cambridge Associates, LLC

Registered investment adviser · Boston, MA · CRD #104942

Form ADV data as of 2026-09-01

Regulatory assets

$326.70 billion

Total accounts

604

Employees

1,116

Disclosure events

Firm details

Website: https://www.linkedin.com/company/6987/
Telephone: 617-457-7500
SEC file number: 801-14255
Most recent Form ADV filing: 2026-04-29
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$106.72 billion
Non-discretionary regulatory assets under management	$219.98 billion
Total regulatory assets under management	$326.70 billion
Discretionary accounts	248
Non-discretionary accounts	356
Total accounts	604
Regulatory assets under management attributable to non-U.S. persons	$11.19 billion

People

Total employees (excluding clerical)	1,116
Employees performing investment advisory functions (including research)	424
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$109.21 billion
Clients for whom the firm has custody	228
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	25

How the firm is compensated

A percentage of assets under managementHourly chargesSubscription fees (for a newsletter or periodical)Fixed fees (other than subscription fees)Performance-based feesOther

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops

Other business activities

Commodity pool operator or commodity trading advisor

Affiliated related persons

Other investment adviser (including financial planners)Trust companyPension consultantSponsor or syndicator of limited partnershipsSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
High net worth individuals	213	$87.14 billion
Pooled investment vehicles (other than investment companies and BDCs)	27	$729.0 million
Pension and profit sharing plans (not the participants or government plans)	34	$34.06 billion
Charitable organizations	306	$185.98 billion
State or municipal government entities (including government pension plans)	5	$7.16 billion
Corporations or other businesses not listed above	3	$1.89 billion
Other	16	$9.75 billion