Cambridge Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 29, 2026, reports $326.7B in regulatory assets under management, 1,116 employees, 4 offices, and 604 accounts.
Top client segmentCharitable represent 50.7% of total clients.
Top client categories% of clientsClients
1
Charitable
50.7%
306
2
HNWI
35.3%
213
3
Pension Plans
5.6%
34
4
Pooled Investment Vehicles
4.5%
27
5
Irrevocable Trusts/Estates
2.6%
16
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$326.7Bas of April 29, 2026
Discretionary32.7%
$106.7B
33% of total RAUM32.7%
Non-discretionary67.3%
$220.0B
67% of total RAUM67.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$326.7B
Total Accounts604
10Y AUM Change+$205.6B (+169.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,116
Clients per Employee1:1
10Y Employee Change+88 (+8.6%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.