Cambridge Associates Limited provides financial planning, pension consulting, selecting other managers, publishing newsletters and educational seminars. Financial planning was provided to 11–25 clients last fiscal year.
Cambridge Associates Limited reports 32 clients. They include 20 high-net-worth individuals and 12 charitable organizations. Of its assets, 9.7% ($799M across 7 accounts) are managed with discretion; $7.4B across 25 accounts are not. Of its clients, 100% are outside the U.S. It advised 8 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 63% | 52% |
| Charitable organizations | 38% | 48% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 20 | $4.26B | 51.9% | $213M |
| Charitable organizations | 12 | $3.95B | 48.1% | $329M |
| Total | 32 | $8.2B | 100% | $256M |
- Clients
- 20
- Regulatory AUM
- $4.26B
- AUM share
- 51.9%
- Avg. per client
- $213M
- Clients
- 12
- Regulatory AUM
- $3.95B
- AUM share
- 48.1%
- Avg. per client
- $329M
Total
- Clients
- 32
- Regulatory AUM
- $8.2B
- AUM share
- 100%
- Avg. per client
- $256M
- Clients outside the U.S.
- 100%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Cambridge Associates Limited charges up to 0.60% for its Portfolio Management and Advisory Services. The brochure does not state whether the rate is annual. The fee is negotiable.
Fee details and sources
Cambridge Associates, LLC owns 75% or more of Cambridge Associates Limited. The leadership team of Cambridge Associates Limited includes President Samantha Davidson, Chief Operating Officer Dmitri Shadrin and Chief Financial Officer Pamela Boone. It has 15 employees, 14 of them in advisory roles.
Leadership
Samantha DavidsonPresident and Manager
Pamela BooneChief Financial Officer and Manager
Dmitri ShadrinChief Operating Officer
Sean HannaChief Compliance Officer- David DruleyCEO
Scott ZoltowskiChief Legal Officer and Manager
Staff
- 15 employees
- 14 in advisory functions
- Owns 75% or more of Cambridge Associates Limited, LLC
Cambridge Associates, LLC
Control person · since November 2015
Cambridge Associates Limited’s regulatory assets grew 2.0× from $4.09B (July 2021) to $8.2B (March 2026); clients rose from 16 to 32 and employees from 11 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $8.2B | 32 | 15 | 2 |
| July 2025 | $5.77B | 28 | 14 | 2 |
| March 2024 | $5.26B | 23 | 15 | 2 |
| July 2023 | $5.26B | 23 | 15 | 2 |
| May 2022 | $5.89B | 24 | 14 | 2 |
| July 2021 | $4.09B | 16 | 11 | 2 |
Besides its headquarters, Cambridge Associates Limited has 1 office, with 2 listed addresses in the U.S. and abroad.
Massachusetts · 1 listed address
- 115 Federal Street, BostonHQ
International offices
- LEVEL 31, SUITE 31.04, SYDNEY, NSW 2000, Australia
Contact and registration details
- Legal name
- Cambridge Associates Limited, LLC
- Headquarters
- 115 Federal Street, Boston, MA 02110-2112
- Website
- Not reported
- Phone
- 617-457-7500
- SEC file
- 801-45277
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Cambridge Associates Limited uses Banque Pictet & Cie Sa ($1.45B) as custodian for its separately managed accounts. Cambridge Associates Limited does not have custody of client assets.
- Banque Pictet & Cie SaBanque Pictet & Cie Sa · Singapore · $1.45B100%
At year end, Cambridge Associates Limited’s separately managed accounts were mostly in funds (66%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds66%
- Pooled vehicles42%
- Registered funds24%
- Bonds1%
- Cash7%
- Other8%
- Commodities, digital assets and other miscellaneous holdings8%
How many clients does Cambridge Associates Limited have?
Cambridge Associates Limited has 32 clients and manages $8.2 billion for them, as of March 2026. They include 20 high-net-worth individuals and 12 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Cambridge Associates Limited offer?
Cambridge Associates Limited provides financial planning, pension consulting, selecting other managers, publishing newsletters and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cambridge Associates Limited charge?
Cambridge Associates Limited charges up to 0.60% for its Portfolio Management and Advisory Services. The brochure does not state whether the rate is annual. The fee is negotiable.
Source: CAMBRIDGE ASSOCIATES LIMITED LLC BROCHURE, filed 30 March 2026
Which custodians does Cambridge Associates Limited use?
Cambridge Associates Limited’s separately managed account assets are held at Banque Pictet & Cie Sa (Singapore), with $1.45B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Cambridge Associates Limited have?
Cambridge Associates Limited has 0 investment adviser representatives registered with state securities authorities, out of 15 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cambridge Associates Limited invest in?
At the end of its last fiscal year, Cambridge Associates Limited’s separately managed accounts held 42% pooled vehicles (private funds and similar), 24% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 8% other, 7% cash and equivalents and 1% investment grade corporate bonds. The 8% other category is described as: Commodities, Digital Assets and Other Miscellaneous Holdings.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cambridge Associates Limited?
Cambridge Associates Limited’s direct owner is Cambridge Associates, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Cambridge Associates Limited get paid?
Cambridge Associates Limited is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Cambridge Associates Limited registered with the SEC?
Yes, Cambridge Associates Limited has been registered with the SEC as an investment adviser since 21 January 1994. Its CRD number is 106003 and its SEC file number is 801-45277.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Cambridge Associates Limited?
Cambridge Associates Limited’s main office is at 115 Federal Street, Boston, MA 02110-2112. Its phone number is 617-457-7500.