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CAMBRIDGE ASSOCIATES LIMITED, LLC
CRD 106003File 801-45277
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.20B
Top 10% of cohort (national)
Discretionary AUM
$799.1M
Non-discretionary $7.40B
Clients
32
32 accounts
Employees
15
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 21, 1994
- Principal office
- 115 FEDERAL STREET, BOSTON, MA, 02110-2112
- Phone
- (617) 457-7500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.20B
- Discretionary AUM
- $799.1M
- Non-discretionary AUM
- $7.40B
- Discretionary accounts
- 7
- Non-discretionary accounts
- 25
- Total accounts
- 32
- AUM per client
- $256.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 12 | $3.95B |
| High net worth individuals | 20 | $4.26B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF ASSETS INVESTED
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.