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CA

CAMBRIDGE ASSOCIATES LIMITED, LLC

SEC Registered

A Global Investment Partner Since 1973

BOSTON, MAhttps://cambridgeassociates.com(617) 457-7500
Assets Under Management
$5B–$25B
Year Founded
1973
Employees
15
Office Locations
2 offices
Total Accounts
32

About the firm

For over 50 years, Cambridge Associates has built and managed investment portfolios across various asset classes for institutional investors, private clients, and family offices. Combining the deep resources of a global firm with the personal touch of a boutique, they help clients achieve their goals and drive positive change.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsCharitable OrganizationsState/MunicipalInsurance Companies

Areas of expertise

OCIOPrivate EquityVenture CapitalCredit InvestmentsEndowments And FoundationsFamily OfficesPrivate ClientsRetirementInsuranceGovernmentAlternative Asset Classes+2 more

Services

Custom portfolio construction and management across traditional and alternative asset classes, including private equity, credit investments, and venture capital, delivered through OCIO, advisory, or asset class mandate services.

Who they serve

Institutional investors, private clients, family offices, endowments and foundations, retirement funds, insurance entities, and government clients.

Client segmentClientsAssets managed
High Net Worth Individuals20$4.3B
State/Municipal Entities12

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

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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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