{"url":"https://nivawealth.com/firms/cambridge-associates-limited-106003","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106003","regulatoryAum":8202964130,"crd":"106003","history":[{"filedOn":"2021-07-01","regulatoryAum":4092521805,"clients":16,"employees":11,"offices":2},{"filedOn":"2022-05-19","regulatoryAum":5893680185,"clients":24,"employees":14,"offices":2},{"filedOn":"2023-07-26","regulatoryAum":5258058441,"clients":23,"employees":15,"offices":2},{"filedOn":"2024-03-29","regulatoryAum":5255462250,"clients":23,"employees":15,"offices":2},{"filedOn":"2025-07-25","regulatoryAum":5769346194,"clients":28,"employees":14,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":8202964130,"clients":32,"employees":15,"offices":2}],"secFileNumber":"801-45277","legalName":"Cambridge Associates Limited, LLC","displayName":"Cambridge Associates Limited","slug":"cambridge-associates-limited-106003","website":null,"logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/106003/f7162c50a06deafa-r1.webp","tone":"light","width":569,"height":200,"sourceUrl":"https://www.cambridgeassociates.com","sourceLabel":"Cambridge Associates Limited, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Massachusetts limited liability company","fiscalYearEnd":"December","headquarters":{"street":"115 Federal Street","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02110-2112"},"tradeNames":[],"registration":{"secApproved":"21 January 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BROCHURE","fee_rate_low":null,"fee_rate_high":0.6,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T03:31:56.644315+00:00","documents":[{"name":"CAMBRIDGE ASSOCIATES LIMITED LLC BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033176","versionId":1033176,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Banque Pictet & Cie Sa","shortName":"Banque Pictet & Cie Sa","location":"Singapore","smaAssets":1445957086}],"custodyNote":"Cambridge Associates Limited does not have custody of client assets.","leadership":[{"name":"Samantha Davidson","title":"President and Manager","crd":"2926644"},{"name":"Pamela Boone","title":"Chief Financial Officer and Manager","crd":"7566278"},{"name":"Dmitri Shadrin","title":"Chief Operating Officer","crd":"5053297"},{"name":"Sean Hanna","title":"Chief Compliance Officer","crd":"6550402"},{"name":"David Druley","title":"CEO","crd":"1918462"},{"name":"Scott Zoltowski","title":"Chief Legal Officer and Manager","crd":"2443825"}],"ownership":[{"label":"Cambridge Associates, LLC","detail":"Member in the 75% or more ownership band and a control person, since November 2015."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[{"city":"SYDNEY","country":"Australia","postalCode":"NSW 2000","street":"LEVEL 31, SUITE 31.04","display":{"city":"SYDNEY","region":null,"postalCode":"NSW 2000","ruleVersion":"office-display-1"}}],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"115 Federal Street","city":"Boston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-457-7500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Pension consulting services","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":18},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":24},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":42},{"label":"Cash and cash equivalents","percent":7},{"label":"Other","percent":8,"detail":"Commodities, Digital Assets and Other Miscellaneous Holdings"}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/106003/PDF/106003.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033176","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cambridge Associates Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cambridge Associates Limited offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cambridge Associates Limited charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cambridge Associates Limited use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cambridge Associates Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cambridge Associates Limited invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cambridge Associates Limited?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cambridge Associates Limited get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Cambridge Associates Limited registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Cambridge Associates Limited?","answer":"Cambridge Associates Limited’s main office is at 115 Federal Street, Boston, MA 02110-2112. Its phone number is 617-457-7500.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}