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Cambridge Associates Review


Trust Score 96%
Trust Score info_outline
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Cambridge Associates, federally registered in 1978, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 444 advisors. Cambridge Associates manages $149.9 billion and provides investment advisory services for 525 clients (1:2 advisor/client ratio).

Fees may vary; please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 2 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • 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

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $149.9 billion
Average Account AUM $285,479,874
Hybrid Advisor No
Annual Management Fee Notes Fees may vary; please contact an advisor.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:2
Headquarters Boston, MA
SEC Filings Forms and Brochures


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