CAMBRIDGE ASSOCIATES, LLC

BOSTON, Massachusetts·24 registered advisors·CRD# 104942
SEC# 801-142554617-457-7500
01

Firm Overview

AUM
$282.0B
Regulatory assets under management
Employees
1098
Total firm employees
Advisors
24
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Performance-based fees
Other: PERCENT OF ASSETS INVESTED
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CAMBRIDGE ASSOCIATES, LLC

24 registered advisors
Aron Balas
BOSTON, Massachusetts
Bridget Ann Macaskill
BOSTON, Massachusetts
David Ryan Druley
BOSTON, Massachusetts
Dmitri Shadrin
BOSTON, Massachusetts
Francesco Jonathan Goedhuis
BOSTON, Massachusetts
Francis J Phillips
BOSTON, Massachusetts
Francoise Bettencourt Meyers
BOSTON, Massachusetts
Ivana Mestrovic
BOSTON, Massachusetts
James Nathan Bailey
BOSTON, Massachusetts
John Andrew Macdonald
BOSTON, Massachusetts
Matthew Rhoades
BOSTON, Massachusetts
Noel Dominick Oneill
BOSTON, Massachusetts
Pamela J Boone
BOSTON, Massachusetts
Philip Armstrong Walton
BOSTON, Massachusetts
Samantha Schutte Davidson
BOSTON, Massachusetts
Sandra Ann Urie
BOSTON, Massachusetts
Scott Berney
BOSTON, Massachusetts
Scott Michael Zoltowski
BOSTON, Massachusetts
Sean F Hanna
BOSTON, Massachusetts
Stephanie Bosserman
BOSTON, Massachusetts
Steven Warren Nelson
BOSTON, Massachusetts
Xavier Paul Francois Coirbay
BOSTON, Massachusetts
Xinyi Cai
BOSTON, Massachusetts
Yoav Gottesman
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
24 advisors

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Data sourced from SEC Form ADV filings. CAMBRIDGE ASSOCIATES, LLC (CRD# 104942) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.