Cambridge Associates Limited, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Cambridge Associates offers investment management and advisory services, including discretionary and non-discretionary portfolio management, staff extension services, and specialized advice. They assist clients in selecting external investment managers and provide expertise in socially responsible investing and diverse manager selection. They also offer Single Investor Funds and Single Manager Funds to improve access to managers.

Assets Under Management$5.8B
Clients28
AdvisorsN/A
Avg. per Client$210M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Cambridge Associates offers portfolio management services on a discretionary or non-discretionary basis. The fee depends on the type of client, the asset classes, and the complexity of the portfolio. 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 for co-investment advisory services are negotiable depending on the size and complexity of a client’s co-investment program and overall relationship with Cambridge Associates. Fees for discretionary mandates specifically focused on secondaries and/or co-investments may include carried interest and a management fee.

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Cambridge Associates Limited, LLC | TrueAdvisor