CRD: 106003
Cambridge Associates Limited, LLC
$8.2B Total AUM
$799.1M Disc. AUM
10.2% 3Y CAGR
15 Employees
40 ADV. Clients
32 yrs Firm Age
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- Custodian
- Banque Pictet
- Clients
- Retail and Institutional
- Platforms
- Value pathwayNorth momentum
- Established Date
- 01-21-1994
- Office Locations
- 1
Office Locations
115 Federal Street Boston MA
About Cambridge Associates Limited, LLC
Cambridge Associates Limited, LLC is a Boston-based RIA. The firm has been operating for 32 years. Managing $8.2B in total assets under management, with 14 advisory representatives. They custody assets with Banque Pictet. Services offered include Asset Management, Insurance, Legacy Planning.
Team overview
-- AVG AGE
$585.9M AVG AUM / ADVISOR
$205.1M AVG AUM / CLIENT
5.1 yrs AVG TENURE
15 Employees
14 Advisory Reps
0 RIA Reps
32yrs Firm Age
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Accredited Investors
Optima Prime radial
Asset Classes
Legacy timber Pathway Zenith Horizon fusion Optima beacon Unison Summit radial Frontier Optima Vector Vital Summit summit Alpha frontier Bridge
Client Personas
Bridge
Custodian
Eagle oak Alpha delta Value foundation Ridge crest Bridge ember Optima Quantum
Investment Themes
Harbor Pathway ridge Radial horizon Ridge zenith North capital Oak Atlas matrix
Investment Vehicles
Vital
Services
Atlas Optima Capital zenith Zenith Vector
Technology
Insight catalyst Meridian
Owner & Executives
P
PAMELA J BOONE
Chief Financial Officer, Manager, Partner
- CRD
- --
- Ownership
- Less than 5%
(460) 983-4900
matrix.capital@alphacapital.com
in linkedin.com/in/glacier-optima
S
SAMANTHA SCHUTTE DAVIDSON
Manager, President
- CRD
- #2926644
- Ownership
- Less than 5%
(729) 872-5620
momentum.oak@beaconcapital.com
in linkedin.com/in/matrix-beacon
E
Element insight
Wave radial ridge
- CRD
- #66998
- Ownership
- 36.1%
(274) 786-2323
crest.capital@primecapital.com
in linkedin.com/in/optima-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $799,100,621 | $114,157,232 |
| Non-Discretionary | $7,403,863,509 | $296,154,540 |
| Total | $8,202,964,130 | $256,342,629 |
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Separately Managed Accounts
Total SMA Asset: $8,202,964,130
Private Funds:
16.6% Public Funds:
20.8% Equity - Exchange:
13.8% Other:
25.2% Cash:
11.2% Corporate - Investment Grade:
12.4% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,480,703,126 | 16.6% |
| Public Funds | $1,855,338,857 | 20.8% |
| Equity - Exchange | $1,230,945,972 | 13.8% |
| Other | $2,247,814,384 | 25.2% |
| Cash | $999,028,615 | 11.2% |
| Corporate - Investment Grade | $1,106,067,395 | 12.4% |
| Total | $8,919,898,349 | 100.0% |