RIA Intel›Advisers›Massachusetts›CAMBRIDGE ASSOCIATES LIMITED, LLC

CAMBRIDGE ASSOCIATES LIMITED, LLC

Advisory

N·BOSTON, MA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$8.2B

1-Year AUM Growth

-0.1%

3-Year CAGR

+7.5%

Employees

14

Assets Under Management

Total AUM$8.2B

Discretionary AUM$799M

Non-Discretionary AUM$7.4B

Discretionary %9.7%

Total Clients28

Team

Total Employees14

Investment Advisers15

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record46

First FilingDec 17, 2012

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAMBRIDGE ASSOCIATES LIMITED, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.