RIA Intel›Advisers›Massachusetts›CAMBRIDGE ASSOCIATES, LLC

CAMBRIDGE ASSOCIATES, LLC

Advisory

N·BOSTON, MA

Data as of Apr 29, 2026 · Source: SEC Form ADV

Total AUM

$326.7B

1-Year AUM Growth

+2.1%

3-Year CAGR

+5.6%

Employees

424

Assets Under Management

Total AUM$326.7B

Discretionary AUM$106.7B

Non-Discretionary AUM$220.0B

Discretionary %32.7%

Total Clients575

Team

Total Employees424

Investment Advisers1,116

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record105

First FilingMar 22, 2002

Latest FilingApr 29, 2026

🔒 Full AUM trend chart and 105 historical filings spanning 24+ 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, LLC

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