AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $5.4 |
| Total | $5.8 |
| Client | AUM |
|---|---|
| Retail | $2.3 |
| Pooled | $0.0 |
| Institutional | $3.4 |
| Total | $5.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 16 | $2.3 |
| Average HNW AUM | $146,350,101 | |
| Retail Total | 16 | $2.3 |
| Average Retail AUM | $146,350,101 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| BANQUE PICTET & CIE SA | SINGAPORE--SGP | $1.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $5.8 |
| Retail SMA AUM | $2.3 |
| Institutional SMA AUM | $3.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 10% | $0.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 12% | $0.7 |
| Other Pools | 76% | $4.4 |
| Cash | 2% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $5.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CAMBRIDGE ASSOCIATES, LLC | $313.5 | 104942 | |
| CAMBRIDGE ASSOCIATES FIDUCIARY TRUST LLC | $0.0 | trust company | - |
| CAMBRIDGE ASSOCIATES INVESTMENT CONSULTANCY (BEIJING) LTD | $0.0 | - | |
| CAMBRIDGE ASSOCIATES LIMITED | $0.0 | - | |
| CAMBRIDGE ASSOCIATES ASIA PTE LTD | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
7 active
| Name | Title |
|---|---|
| HANNA, SEAN, F | CHIEF COMPLIANCE OFFICER |
| DRULEY, DAVID, RYAN | CEO |
| ZOLTOWSKI, SCOTT, MICHAEL | CHIEF LEGAL OFFICER AND MANAGER |
| SHADRIN, DMITRI | CHIEF OPERATING OFFICER |
| DAVIDSON, SAMANTHA, SCHUTTE | PRESIDENT AND MANAGER |
| BOONE, PAMELA, J | CHIEF FINANCIAL OFFICER AND MANAGER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $5.8 | $0.0 | 0% | 14 | 0 | 0% |
| 2025-04-21 | $5.8 | $0.0 | 0% | 14 | 0 | 0% |
| 2024-04-02 | $5.3 | $0.5 | 10% | 15 | -1 | -7% |
| 2023-04-04 | $5.3 | $0.5 | 10% | 15 | -1 | -7% |
| 2022-04-01 | $4.5 | $1.2 | 27% | 14 | 0 | 0% |
| 2021-04-05 | $4.1 | $1.7 | 41% | 11 | 3 | 27% |
| 2020-04-01 | $3.3 | $2.4 | 73% | 12 | 2 | 17% |
| 2019-04-01 | $2.4 | $3.4 | 143% | 15 | -1 | -7% |
| 2018-04-02 | $0.1 | $5.7 | 5331% | 11 | 3 | 27% |
| 2017-04-01 | $0.1 | $5.7 | 5331% | 11 | 3 | 27% |
| 2016-04-01 | $0.1 | $5.7 | 7155% | 10 | 4 | 40% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 6 | 8 | 133% |
| 2014-04-01 | $0.3 | $5.5 | 1927% | 6 | 8 | 133% |
| 2013-04-01 | $0.0 | $0.0 | 0% | 5 | 9 | 180% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| MA, |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PENSION CONSULTING MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV