CRD: 106003
Cambridge Associates Limited, LLC
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Request a Free TrialFirm Details
- Custodian
- Banque Pictet
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-21-1994
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between July 25, 2025 and March 31, 2026, reported AUM increased 42.2%, from $5.8B to $8.2B.
Across 5 reported observations, AUM increased 39.2% between October 31, 2022 and March 31, 2026, from $5.9B to $8.2B.
Of the latest reported AUM, 9.7% is discretionary and 90.3% is non-discretionary.
The firm reports 14 advisory representatives and 40 clients, or 2.9 clients per representative. That equates to $205.1M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cambridge Associates Limited, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAMELA J BOONE
Chief Financial Officer, Manager, Partner
- CRD
- --
- Ownership
- Less than 5%
SAMANTHA SCHUTTE DAVIDSON
Manager, President
- CRD
- #2926644
- Ownership
- Less than 5%
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| 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
SMA allocation detail is available
Cambridge Associates Limited, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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