SourcingSourcing

CAMBRIDGE ASSOCIATES, LLC

C28
CRD 104942·SEC 801-14255·BOSTON, MA
AUM
$326.70B
$1B+
Est. Revenue
$3.27B
@ 1% on AUM
Est. EBITDA
$980.1M
@ 30% margin
Est. Deal Value
$7.84B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMBRIDGE ASSOCIATES, LLC
CRD
104942
SEC file #
801-14255
EIN
043515240
DBA names
—

Economics

AUM
$326.70B
AUM band
$1B+
AUM trajectory
'20'26
$210.35B → $326.70B▲ +55%
Client mix
Charitable Organizations306
Individuals High Net Worth213
Pension Profit Sharing Plans34
Pooled Investment Vehicles27
Other16

Operations

Employees (total)
1,116
Advisory staff (per ADV)
424
Advisory staff (5-yr trend)
'20'26
416 advisors → 424 advisors▲ +2%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
linkedin.com/company/6987(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAMBRIDGE ASSOCIATES CORP
Top Owner Pct
17.5
Top Owner Entity Kind
DE
Owner Count
17
Control Persons
CAMBRIDGE ASSOCIATES CORP
CAMBRIDGE ASSOCIATES PARTNERS LP
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
62
Form 5500 Total Participants
3,078
Form 5500 Total Compensation
25,824,328
Form 5500 Compensation Trajectory 3y
202523,846,573
20261,977,755
20240
Form 5500 Plan Count Trajectory 3y
202557
20263
20242
Schedule C Total Compensation
25,824,328
Schedule C Service Provider Rows
62

SEC EDGAR

Edgar Cik
0000733986
Edgar Registered
Yes
Edgar Filing Count
63
Edgar First Filing Date
2014-02-13
Edgar Last Filing Date
2026-05-19
Edgar 13f Count
60
Edgar 13f Latest AUM Estimate
Filing Date2026-05-19
Accession0001062993-26-002781
Edgar Form D Count
2
Edgar Form D Offerings
2018-11-132018-11-13 · 0000733986-18-000003
2018-09-142018-09-14 · 0000733986-18-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street206
Northern Trust33
Bny Mellon15
Jpmorgan8
Charles Schwab6
Edgar Addresses
Mailing
115 FEDERAL STREETBOSTON, MA 02110
Business
115 FEDERAL STREETBOSTON, MA 02110
Edgar EIN
043515240
Edgar Recent Filings
13F-HR/A2026-05-19 · 0001062993-26-002781
13F-HR2026-05-13 · 0001062993-26-002581
Fee Schedule
Bracket X55
Bracket Ix16
Bracket I10
Bracket Xii9
Bracket Xi4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (11)

11
BAILEY, JAMES, NATHAN
Executive Officer · 2.5%
10238
BOONE, PAMELA, J
Executive Officer · 2.5%
7566278
COIRBAY, XAVIER, PAUL FRANCOIS
Executive Officer · 2.5%
7047604
DAVIDSON, SAMANTHA, SCHUTTE
Executive Officer · 2.5%
2926644
DRULEY, DAVID, RYAN
Executive Officer · 2.5%
1918462
GOTTESMAN, YOAV
Executive Officer · 2.5%
8020139
MACASKILL, BRIDGET, ANN
Executive Officer · 2.5%
1207158
RHOADES, MATTHEW
Executive Officer · 2.5%
7626969
HANNA, SEAN, F
Executive Officer · 2.5%
6550402
SHADRIN, DMITRI
Executive Officer · 2.5%
5053297
ZOLTOWSKI, SCOTT, MICHAEL
Executive Officer · 2.5%
2443825