The CAMBRIDGE ASSOCIATES, LLC is a privately held investment adviser that advises $343.56Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. CAMBRIDGE ASSOCIATES, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 42.25% over the last 5-years.
The Group has been registered with the SEC for 47.66 years and is comprised of 2 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 115 FEDERAL STREET, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 10 US and Non-US bodies.
They have 1,131 employees comprised of 438 investment and 693 non-investment staff. The total number of Employees increased by 10.67% over the last 5-years.
Their $343.56Bn in assets advised are owned by 97 private funds, 0 public funds and BDCs and 360 other accounts. Assets of Charitable Organizations clients own $189.93Bn or 55.28% of Total Assets and High Net Worth Individuals own $91.39Bn or 26.6% of Total Assets.
The Group's top investment strategies include Fund of Funds, Long/Short Equity and Traditional LBO, representing 97.4%, 1.81% and 0.45% of total assets, respectively.
They advise 6 types of clients, top clients are Charitable Organizations and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 5 Fund Auditors, 1 Prime Brokers, 16 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 33 private funds with $9.24Bn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
CAMBRIDGE ASSOCIATES, LLC names 39 sub-advisers ALLIANCEBERNSTEIN L.P., APERIO GROUP, LLC, ARIEL INVESTMENTS, LLC, ASHFORD CAPITAL MANAGEMENT INC, BNY MELLON CAPITAL MARKETS, LLC, BNY MELLON INVESTMENT ADVISER, INC., BNY MELLON WEALTH MANAGEMENT, BOFA SECURITIES, INC., BRECKINRIDGE CAPITAL ADVISORS INC, DODGE & COX, EAGLE CAPITAL MANAGEMENT, LLC, EARNEST PARTNERS, LLC, ETHIC, FITHIAN LLC, GARCIA HAMILTON & ASSOCIATES LP, HAMILTON LANE, HARRIS | OAKMARK, INCOME RESEARCH + MANAGEMENT, INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC, J.P. MORGAN INVESTMENT MANAGEMENT INC., JANUS HENDERSON INVESTORS, L&G - ASSET MANAGEMENT, AMERICA, LONGFELLOW INVESTMENT MANAGEMENT CO. LLC, MCDONALD CAPITAL INVESTORS INC, METLIFE INVESTMENT MANAGEMENT, LLC, MISSION CREEK CAPITAL PARTNERS, INC., MORGAN STANLEY INVESTMENT MANAGEMENT INC., NEUMEIER POMA INVESTMENT COUNSEL LLC, NEWSOUTH CAPITAL MANAGEMENT INC, NORTHERN TRUST INVESTMENTS, INCORPORATED, NORTHERN TRUST SECURITIES, INC, PARAMETRIC PORTFOLIO ASSOCIATES, POLEN CAPITAL MANAGEMENT, LLC, PORT CAPITAL LLC, RAMIREZ ASSET MANAGEMENT, INC., RHUMBLINE ADVISERS, SANDS CAPITAL MANAGEMENT, LLC, SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD, TORTOISE CAPITAL ADVISORS, L.L.C. to 35 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.