Cambridge Associates, federally registered in 1978, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 416 advisors. Cambridge Associates manages $210.3 billion and provides investment advisory services for 523 clients (1:2 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

high

Firm does not have any felony convictions.

Firm uses a transparent fee-only model.

Firm has been federally registered for 40 years.

medium

Firm has $1B or more in assets under management.

The firm's website is secure.

Firm does not have any misdemeanor convictions.

Firm does not have a 12b-1 conflict.

low

Firm does not offer proprietary products.

Firm does not have an attorney conflict.

Firm does not receive soft dollar benefits.

Firm provides mobile-friendly experience for their clients.

Considerations

low

Firm or an advisory affiliate privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors.

Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark.

Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others.

Feature

Value

Minimum Investment

Average Client Balance

$402,198,211

Hybrid Advisor

Disciplinary History

Total AUM

$210.3 billion

Advisor / Client Ratio

1:2

Headquarters

Boston, MA

SEC Filings

Forms and Brochures (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

Cambridge Associates Review

Benefits

high

medium

low

Considerations

low

Firm Information

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