← Directory
CAMBRIDGE ASSOCIATES LIMITED, LLC
CRD 106003File 801-45277
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 28 | 32 | increased by4 |
| Apr 1, 2026 | AUM | $5,769,346,194 | $8,202,964,130 | increased by$2,433,617,936 |
| Apr 1, 2026 | Accounts | 28 | 32 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 24 | 28 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,893,680,185 | $5,769,346,194 | decreased by$124,333,991 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24 | 28 | increased by4 |
| Jun 1, 2022 | Clients | 20 | 24 | increased by4 |
| Jun 1, 2022 | AUM | $4,527,935,429 | $5,893,680,185 | increased by$1,365,744,756 |
| Jun 1, 2022 | Accounts | 20 | 24 | increased by4 |
| Apr 1, 2022 | Employees | 11 | 14 | increased by3 |
| Apr 1, 2022 | Clients | 16 | 20 | increased by4 |
| Apr 1, 2022 | AUM | $4,092,521,805 | $4,527,935,429 | increased by$435,413,624 |
| Apr 1, 2022 | Accounts | 16 | 20 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAMBRIDGE ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAMBRIDGE ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
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.