Cambridge Associates, LLC
Assets Under Management
$313.5B
Number of Clients
575
Number of Advisors
N/A
Avg. Portfolio per Client
$545.3M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Cambridge Associates provides investment advice and management to endowments, foundations, pension plans, corporations, and private clients. Cambridge Associates offers discretionary investment management or Outsourced Chief Investment Officer services (OCIO), non-discretionary portfolio management services, and staff extension services. Cambridge Associates also provides expertise and guidance regarding socially responsible investing, ESG, and impact investing. The firm generally assists clients in selecting and investing with external investment managers.
Fee Structure
Cambridge Associates offers portfolio management services on both a discretionary and non-discretionary basis. The fee depends on the type of client, the asset classes under advisement, the complexity of the portfolio, and other factors. Fees may be higher or lower depending on asset level breakpoints, and fees or a portion of fees may be contingent on meeting performance hurdles. Fees range from 0.02% to 0.60% of the value of the investment assets (or on commitments to private investments) and are generally subject to a minimum annual fee. Fees for co-investment advisory services are negotiable. Fees for discretionary mandates specifically focused on secondaries and/or co-investments may include carried interest and a management fee.
Areas of Practice
Location
115 Federal Street, Boston, MA, 02110-2112