SourcingSourcing

CAMBRIDGE ASSOCIATES LIMITED, LLC

C39
CRD 106003·SEC 801-45277·BOSTON, MA
AUM
$8.20B
$1B+
Est. Revenue
$82.0M
@ 1% on AUM
Est. EBITDA
$24.6M
@ 30% margin
Est. Deal Value
$196.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAMBRIDGE ASSOCIATES LIMITED, LLC
CRD
106003
SEC file #
801-45277
EIN
043515243
DBA names
—

Economics

AUM
$8.20B
AUM band
$1B+
AUM trajectory
'20'26
$2.37B → $8.20B▲ +245%
Client mix
Individuals High Net Worth20
Charitable Organizations12

Operations

Employees (total)
15
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
13 advisors → 14 advisors▲ +8%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPension consultingSelection of other advisersPublication of periodicals
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
cambridgeassociates.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAMBRIDGE ASSOCIATES, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
CAMBRIDGE ASSOCIATES, LLC
BOONE, PAMELA, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAMBRIDGEASSOCIATES.COM
Rdap Domain Creation Date
1998-01-30T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
60
Form 5500 Total Participants
3,078
Form 5500 Total Compensation
25,235,627
Form 5500 Compensation Trajectory 3y
202523,494,122
20261,741,505
20240
Form 5500 Plan Count Trajectory 3y
202556
20242
20262
Schedule C Total Compensation
25,235,627
Schedule C Service Provider Rows
60

SEC EDGAR

Edgar Cik
0000915412
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2013-02-19
Edgar Last Filing Date
2015-11-12
Edgar 13f Count
13
Edgar 13f Latest AUM Estimate
Filing Date2015-11-12
Accession0001062993-15-005918

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
E*trade4
Edgar Addresses
Mailing
125 HIGH STREETBOSTON, MA 02110
Business
125 HIGH STREETBOSTON, MA 02110
Edgar EIN
043515243
Edgar Recent Filings
13F-HR2015-11-12 · 0001062993-15-005918
13F-HR2015-08-04 · 0001062993-15-004161
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-29T05:00:00Z
Rdap Domain Last Changed
2021-11-30T09:00:22Z
Rdap Nameservers
Ns89.worldnic.comNs90.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
104942
Trust Company Affiliate
Yes

People (7)

7
CAMBRIDGE ASSOCIATES, LLC
Direct Owner · 87.5%
104942
BOONE, PAMELA, J
Executive Officer · 2.5%
7566278
DAVIDSON, SAMANTHA, SCHUTTE
Executive Officer · 2.5%
2926644
ZOLTOWSKI, SCOTT, MICHAEL
Executive Officer · 2.5%
2443825
DRULEY, DAVID, RYAN
Executive Officer · 2.5%
1918462
HANNA, SEAN, F
Executive Officer · 2.5%
6550402
SHADRIN, DMITRI
Executive Officer · 2.5%
5053297