Firm profile

CAMBRIDGE RETIREMENT PARTNERS

CRD 148889Latest ADV March 3, 2026

CAMBRIDGE RETIREMENT PARTNERS is a limited liability company.

Assets Under Management
$237M
Employees
2
Offices
--
Total Clients
24
Primary office
—
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORaymond N. Cornelius

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Client Coverage Demographics

Top client segmentPension Plans represent 75.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
75.0%
18
2
Individuals
25.0%
6
Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$237Mas of March 3, 2026
Discretionary3.9%
$9M
4% of total RAUM3.9%
Non-discretionary96.1%
$228M
96% of total RAUM96.1%
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$237M
Total Accounts51
10Y AUM Change+$81M (+51.9%)

Employee Growth by Quarter

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

Total Employees2
Clients per Employee12:1
10Y Employee Change0 (0.0%)

* 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.