CA
CAMBRIDGE ASSOCIATES LIMITED, LLC
SEC RegisteredBOSTON, MAhttps://cambridgeassociates.com(617) 457-7500
Assets Under Management
$5B–$25B
Employees
15
Office Locations
2 offices
Total Accounts
32
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsCharitable OrganizationsState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 20 | $4.3B |
| State/Municipal Entities | 12 | — |
8 total clients reported on Form ADV.
Leadership
Henry Hunter Lewis
MANAGER
James Nathan Bailey
MANAGER
Sandra Ann Urie
MANAGER AND CEO
Doder Trust Limited
TRUSTEE
The "j" Fund Of The E&a Settlement
SHAREHOLDER
Henry Hunter Lewis
TRUSTEE
James Nathan Bailey
TRUSTEE
Helen Foster Green
TRUSTEE
Kelvin Mark Hudson
TRUSTEE
Cambridge Associates (uk) Company
MEMBER
Office locations
2 offices in 1 state
MA
BOSTONHQ
SYDNEY
Regulatory & compliance
CRD number
#106003
SEC Number
801-45277
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
cambridgeassociates.comPhone
(617) 457-7500Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAMBRIDGE ASSOCIATES LIMITED, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.