Cambridge Associates Limited, LLC

CRD#106003
Investment Advisor Firm

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Learn more about Cambridge Associates Limited, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Cambridge Associates Limited, LLC is located at 115 Federal Street, Boston, MA. The firm employs 13 financial advisors to manage client portfolios and provide financial guidance. Cambridge Associates Limited, LLC is not a registered broker-dealer.

    Cambridge Associates Limited, LLC oversees $5.3 billion in assets under management across 23 accounts, of which 2 are discretionary and 21 are non-discretionary. Over the past year, the firm has provided financial planning services to between 11 and 25 clients. The services offered include financial planning services, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The firm caters to high net worth investors and charitable organizations, with high net worth investors being the largest client type by accounts. The fee structure at Cambridge Associates Limited, LLC includes asset-based, fixed, and other fees. The firm has 12 high net worth clients and maintains affiliations with a trust company, pension consultant, and commodity pool advisor.

    Assets Under Management

    $5.3 billion

    Number of Advisors

    13

    Disclosures

    No

    Office Location

    115 Federal Street
    Boston, MA 02110-2112

    Cambridge Associates Limited, LLC by the Numbers

    Total Assets Under Management

    $5.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    15

    National Average: 64
    Total Number of Accounts

    23

    National Average: 375,227
    Average Account Size

    $228.5 million

    National Average: $23.0 thousand
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    Products and Services

    Cambridge Associates Limited, LLC offers a number of services, which can consist of financial planning services, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. In the past financial year, Cambridge Associates Limited, LLC provided financial planning services to 45621 of its customers. The Company is engaged in selling products or offering services apart from investment advisory services to its customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Find a firm that offers this service

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees charged by financial advisors largely are based on which services are provided. Fees billed by Cambridge Associates Limited, LLC can consist of any combination of the following fee types: asset-based, fixed, or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    The company provides services to high net worth investors and charitable organizations. Out of its 2 clients, Cambridge Associates Limited, LLC's biggest client group by number of accounts is charitable organizations, but it also serves 12 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 52.17%
    • Other Individuals - 0%
    • Corporations - 0%
    • Charitable Organizations - 47.83%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Cambridge Associates Limited, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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