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CAMBRIDGE ASSOCIATES, LLC
CRD 104942File 801-14255
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$326.70B
Top 10% of cohort (national)
Discretionary AUM
$106.72B
Non-discretionary $219.98B
Clients
588
604 accounts
Employees
1,116
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 14, 1978
- Principal office
- 115 FEDERAL STREET, BOSTON, MA, 02110-2112
- Phone
- 617-457-7500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $326.70B
- Discretionary AUM
- $106.72B
- Non-discretionary AUM
- $219.98B
- Discretionary accounts
- 248
- Non-discretionary accounts
- 356
- Total accounts
- 604
- AUM per client
- $555.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.89B |
| Charitable organizations | 306 | $185.98B |
| High net worth individuals | 213 | $87.14B |
| Pooled investment vehicles | 27 | $729.0M |
| Pension and profit sharing plans | 34 | $34.06B |
| State or municipal government entities | 5 | $7.16B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENT OF ASSETS INVESTED
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 604 | 588 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.