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Cambridge Associates Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "support@investor.com". Views: 54 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Cambridge Associates, registered in 1978, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 422 advisors. Cambridge Associates manages $183.5 billion and provides investment advisory services for 516 clients (1:2 advisor/client ratio).

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Firm Information Value
Overall Rating
Minimum Investment No data
Average Client Balance $355,537,821
Total AUM $183.5 billion
Advisor / Client Ratio 1:2
Headquarters Boston, MA
SEC Filings View SEC IAPD CRD #104942
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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