DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
OCIO
Cambridge Associates
Advisory clients on the tape
38
Schedule C, ACFR
Public-system clients
3
ACFR and seeds
ADV institutional clients
345
filed Apr 29, 2026
ADV institutional RAUM
$227B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$107B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.69; discretionary RAUM $107B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
38 allocators
- Kern County Employees Retirement Association General consultantthrough Jun 30, 2025 ACFR
- San Francisco City and County Employees Retirement System General consultantthrough Jun 30, 2025 ACFR
- State Employee and Teacher Plan General consultantthrough Jun 30, 2025 ACFR
- The San Diego Union-Tribune LLC Retirement Plan General consultantthrough Dec 31, 2024 Form 5500
- Allegheny Technologies Incorporated Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
- Huntington Memorial Hospital Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Constellation Retirement Program General consultantthrough Dec 31, 2023 Form 5500
- Constellation Employee Pension Plan General consultantthrough Dec 31, 2023 Form 5500
- The New York Philharmonic Orchestra Pension Plan Investment adviser (plan)through Aug 31, 2023 Form 5500
- Pension Plan for the Office Employees of the New York Philharmonic Symphony Society of NY, Inc. Investment adviser (plan)through Aug 31, 2023 Form 5500
- The 2017 Employees' Pension Plan of Battelle Memorial Institute Investment adviser (plan)through Jun 30, 2023 Form 5500
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute Investment adviser (plan)through Jun 30, 2023 Form 5500
- Howard University Employees' Retirement Plan General consultantthrough Jun 30, 2023 Form 5500
- Equity-League Pension Trust Fund Investment adviser (plan)through May 31, 2023 Form 5500
- Retirement Plan for Employees of the Univ of Miami Investment adviser (plan)through May 31, 2023 Form 5500
- The National Football League Club Employees Pension Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
- NFL Game Officials' Pension Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
- American Federation of Musicians and Employers' Pension Fund and Subsidiary Investment adviser (plan)through Dec 31, 2022 Form 5500
- NYU Langone Hospital-Brooklyn Uft Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- American International Group, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- University Hospitals Health System, Inc. Retirement Plan General consultantthrough Dec 31, 2022 Form 5500
- NYU Langone Hospitals Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Maine Medical Center Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Loyola University Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Retirement Plan for the Employees of the American Jewish Committee Investment adviser (plan)through Dec 31, 2022 Form 5500
- Hunt Consolidated, Inc. Fidelity Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Allegheny Technologies Incorporated Pension Plan 2 Pension consultantthrough Dec 31, 2022 Form 5500
- Directors Guild of America-Producer Pension Plan Basic Benefit Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Sidley Austin LLP Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Sidley Austin LLP Cash Balance Retirement Plan for Partners Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ochsner Clinic Foundation Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Phillips Exeter Academy Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Exelon Corporation Retirement Program General consultantthrough Dec 31, 2022 Form 5500
- ITG Brands, LLC Retirement Allowance Plan for Hourly Rated And/or Piecework Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
- Retirement Plan for Employees of South Nassau Communities Hospital Investment adviser (plan)through Dec 31, 2022 Form 5500
- The New York and Presbyterian Hospital Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cedars-Sinai Defined Benefit Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Medianews Group Pension Plan Investment adviser (plan)through Aug 31, 2022 Form 5500
Other roles
1 allocators
- The Teknor Apex Company Retirement Plan Custodianthrough Dec 31, 2023
Schedule C rows
114 rows, $65.4M direct compensation as filed
Form ADV readings
- charity clients 306 Apr 29, 2026 reported
- government clients 5 Apr 29, 2026 reported
- institutional clients 345 Apr 29, 2026 reported
- pension plan clients 34 Apr 29, 2026 reported
- raum discretionary $107B Apr 29, 2026 reported
- raum institutional $227B Apr 29, 2026 reported
- raum total $327B Apr 29, 2026 reported
What changed
- Cambridge Associates LLC appears on Newyork-Presbyterian Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Cambridge Associatesaskebsa.dol.gov
- Cambridge Associates, LLC no longer appears on Ochsner Clinic Foundation Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Cambridge Associatesaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceThe 2017 Employees' Pension Plan of Battelle Memorial InstituteCambridge Associates no longer appears on The 2017 Employees' Pension Plan of Battelle Memorial Institute's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov
- Cambridge Associates appears on Umass Memorial Health Care Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov
- Cambridge Associates, LLC no longer appears on Retirement Plan for Employees of the Univ of Miami's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov
- Cambridge Associates LLC appears on Huntington Memorial Hospital Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov
- Cambridge Associates LLC appears on The San Diego Union-Tribune LLC Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceThe Retirement Plan for the Employees of the American Jewish CommitteeCambridge Assocaites, LLC no longer appears on The Retirement Plan for the Employees of the American Jewish Committee's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov
- Cambridge Associates LLC appears on Constellation Retirement Program's Schedule C as general consultant (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov
- Cambridge Associates LLC appears on Constellation Employee Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceITG Brands, LLC Retirement Allowance Plan for Hourly Rated And/or Piecework EmployeesCambridge Associates, LLC no longer appears on ITG Brands, LLC Retirement Allowance Plan for Hourly Rated And/or Piecework Employees's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov
- Cambridge Associates no longer appears on Maine Medical Center Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Cambridge Associatesaskebsa.dol.gov