Firm profile

CAMBRIDGE ASSOCIATES LIMITED, LLC

BOSTON, MACRD 106003Latest ADV March 31, 2026

Cambridge Associates Limited, 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 March 31, 2026, reports $8.2B in regulatory assets under management, 15 employees, 1 office, and 32 accounts.

Assets Under Management
$8.2B
Employees
15
Offices
1 office
Total Clients
32
Primary office
BOSTON, MA
115 FEDERAL STREET, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEODavid R. Druley
CCOSean F. Hanna
CFOPamela J. Boone

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 62.5% of total clients.
Top client categories% of clientsClients
1
HNWI
62.5%
20
2
Charitable
37.5%
12

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$8.2Bas of March 31, 2026
Discretionary9.7%
$799M
10% of total RAUM9.7%
Non-discretionary90.3%
$7.4B
90% of total RAUM90.3%
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$8.2B
Total Accounts32
10Y AUM Change+$8.1B (+7621.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees15
Clients per Employee2:1
10Y Employee Change+4 (+36.4%)

* 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.