CAMBRIDGE ASSOCIATES, LLC
Latest filing: Jul 25, 2025 (48 days ago)
AUM
$313,546,028,725
11% change vs. 1 year ago
7% change vs. 3 years ago
71% change vs. 5 years ago
189% change vs. 10 years ago
Employee Count
1,087
-1% change vs. 1 year ago
4% change vs. 3 years ago
11% change vs. 5 years ago
24% change vs. 10 years ago
Main Office
BOSTON, MA
115 FEDERAL STREET, BOSTON, MA, UNITED STATES, 02110-2112
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $101.1 |
| Non-Discretionary | $212.4 |
| Total | $313.5 |
| Client | AUM |
|---|---|
| Retail | $80.1 |
| Pooled | $0.5 |
| Institutional | $232.9 |
| Total | $313.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 192 | $80.1 |
| Average HNW AUM | $417,333,323 | |
| Retail Total | 192 | $80.1 |
| Average Retail AUM | $417,333,323 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $313.0 |
| Retail SMA AUM | $80.1 |
| Institutional SMA AUM | $232.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 4% | $12.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $3.1 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 22% | $68.9 |
| Other Pools | 70% | $219.1 |
| Cash | 2% | $6.3 |
| Other | 2% | $6.3 |
| Total | 101% | $316.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CAMBRIDGE ASSOCIATES LIMITED, LLC | $5.8 | 106003 | |
| CAMBRIDGE ASSOCIATES (HONG KONG) PRIVATE LIMITED | $0.0 | - | |
| BROOK STREET LIMITED | $0.0 | - | |
| CAMBRIDGE ASSOCIATES INVESTMENT CONSULTANCY (BEIJING) LTD. | $0.0 | - | |
| CHURCH GREEN LIMITED | $0.0 | - | |
| CAMBRIDGE ASSOCIATES ASIA PTE LTD | $0.0 | - | |
| CAMBRIDGE ASSOCIATES RESOURCES, LLC | $0.0 | - | |
| CAMBRIDGE ASSOCIATES LIMITED | $0.0 | - | |
| CAMBRIDGE ASSOCIATES GMBH | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
30 active
| Name | Title |
|---|---|
| BAILEY, JAMES, NATHAN | MANAGER, PRESIDENT AND DIRECTOR |
| HANNA, SEAN, F | CHIEF COMPLIANCE OFFICER |
| DRULEY, DAVID, RYAN | CHIEF EXECUTIVE OFFICER AND MANAGER |
| BETTENCOURT MEYERS, FRANCOISE | SHAREHOLDER |
| CAI, XINYI | SHAREHOLDER |
| ZOLTOWSKI, SCOTT, MICHAEL | CHIEF LEGAL OFFICER |
| MACASKILL, BRIDGET, ANN | CHAIR AND MANAGER |
| COIRBAY, XAVIER, PAUL FRANCOIS | MANAGER |
| BOONE, PAMELA, J | CHIEF FINANCIAL OFFICER AND MANAGER |
| BALAS, ARON | MANAGER |
| RHOADES, MATTHEW | MANAGER |
| DAVIDSON, SAMANTHA, SCHUTTE | PRESIDENT AND MANAGER |
| SHADRIN, DMITRI | CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $313.5 | $0.0 | 0% | 1,087 | 0 | 0% |
| 2025-04-21 | $313.5 | $0.0 | 0% | 1,087 | 0 | 0% |
| 2024-04-02 | $282.0 | $31.6 | 11% | 1,098 | -11 | -1% |
| 2023-04-04 | $276.0 | $37.5 | 14% | 1,154 | -67 | -6% |
| 2022-04-01 | $294.3 | $19.2 | 7% | 1,044 | 43 | 4% |
| 2021-04-05 | $238.5 | $75.0 | 31% | 1,011 | 76 | 8% |
| 2020-04-01 | $183.5 | $130.1 | 71% | 975 | 112 | 11% |
| 2019-04-01 | $210.3 | $103.2 | 49% | 978 | 109 | 11% |
| 2018-04-02 | $149.9 | $163.7 | 109% | 1,028 | 59 | 6% |
| 2017-04-01 | $121.1 | $192.5 | 159% | 1,028 | 59 | 6% |
| 2016-04-01 | $116.8 | $196.8 | 168% | 1,021 | 66 | 6% |
| 2015-04-01 | $108.3 | $205.2 | 189% | 877 | 210 | 24% |
| 2014-04-01 | $96.2 | $217.4 | 226% | 860 | 227 | 26% |
| 2013-04-01 | $62.4 | $251.2 | 403% | 900 | 187 | 21% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, AK-03/31/2014, AL-03/31/2014, AR-03/31/2011, AZ-03/31/2014, CA-11/09/1990, CO-03/31/2014, CT-08/26/1997, DC-07/14/2009, DE-04/01/2013, FL-01/14/1998, GA-07/01/1998, HI-08/01/2000, IA-03/31/2015, ID-03/31/2014, IL-03/31/2014, IN-02/13/2001, KS-07/07/2005, KY-03/31/2014, LA-06/05/2010, MA-04/14/1994, MD-03/31/2014, ME-03/31/2014, MI-03/31/2014, MN-01/02/1998, MO-03/31/2014, MS-03/30/2016, MT-03/31/2015, NC-03/31/2014, ND-03/30/2016, NE-03/31/2014, NH-02/13/1996, NJ-02/08/1996, NM-03/31/2014, NV-03/31/2014, NY-11/29/1989, OH-04/09/1999, OK-03/31/2011, OR-06/05/2010, PA-07/14/2009, PR-03/31/2014, RI-01/30/2001, SC-03/31/2014, SD-03/30/2016, TN-07/15/2009, TX-11/07/1995, UT-03/31/2015, VA-06/06/1988, VI-03/31/2015, VT-11/09/1994, WA-01/18/2000, WI-03/31/2014, WV-03/31/2015, WY-03/31/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV