DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CAMBRIDGE ASSOCIATES LIMITED, LLC

CRD 106003

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ef53251-5274-105b-ccd0-3ca585f16e96

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 9
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2026
53 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Cambridge Associates, LLC

owned by this firm per Schedule A, named with its CRD in Item 7.A · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.52 fund_share=0.0 institutional_share=0.48 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $8.2BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $799M
Private client RAUM: $4.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 52%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 14
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 32
High net worth clients: 20
SEC number: 801-45277
CRD: 106003
Filings on the tape: 53
First filed: Mar 30, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, MA
Website: cambridgeassociates.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOONE, PAMELA, J	CHIEF FINANCIAL OFFICER AND MANAGER	Na	yes	03/2024	Mar 31, 2026	Mar 31, 2026
CAMBRIDGE ASSOCIATES, LLC	Member	E	yes	11/2015	Mar 31, 2026	Mar 31, 2026
DAVIDSON, SAMANTHA, SCHUTTE	PRESIDENT AND MANAGER	Na	yes	03/2024	Mar 31, 2026	Mar 31, 2026
ZOLTOWSKI, SCOTT, MICHAEL	CHIEF LEGAL OFFICER AND MANAGER	Na	yes	03/2024	Mar 31, 2026	Mar 31, 2026
DRULEY, DAVID, RYAN	Ceo	Na	no	07/2016	Mar 31, 2026	Mar 31, 2026
HANNA, SEAN, F	CHIEF COMPLIANCE OFFICER	Na	no	08/2015	Mar 31, 2026	Mar 31, 2026
SHADRIN, DMITRI	CHIEF OPERATING OFFICER	Na	no	03/2024	Mar 31, 2026	Mar 31, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAMBRIDGE ASSOCIATES, LLC	n/a	Mixed wealth	$327B	N	yes	n/a
CAMBRIDGE ASSOCIATES ASIA PTE LTD	n/a	n/a	n/a	N	yes	n/a
CAMBRIDGE ASSOCIATES GMBH	n/a	n/a	n/a	Y	yes	n/a
CAMBRIDGE ASSOCIATES HONG KONG PRIVATE LIMITED	n/a	n/a	n/a	Y	yes	n/a
CAMBRIDGE ASSOCIATES INVESTMENT CONSULTANCY (BEIJING) LTD	n/a	n/a	n/a	N	yes	n/a
CAMBRIDGE ASSOCIATES LIMITED	n/a	n/a	n/a	N	yes	n/a
SIGLO CAPITAL ADVISORS AG	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sydney	n/a	Australia	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$8.2B	$799M	15	14	1	n/a	n/a
2024	Apr 2, 2025	$5.8B	$397M	14	13	1	n/a	n/a
2023	Mar 28, 2024	$5.3B	$307M	15	13	1	n/a	n/a
2022	Apr 3, 2023	$5.3B	$433M	15	14	1	n/a	n/a
2021	Mar 31, 2022	$4.5B	$0	14	13	1	n/a	n/a
2020	Mar 31, 2021	$4.1B	$0	11	10	1	n/a	n/a
2019	Mar 30, 2020	$3.3B	$0	12	11	2	n/a	n/a
2018	Mar 30, 2019	$2.4B	$0	15	13	2	n/a	n/a
2017	Apr 3, 2018	$1.7B	$0	12	11	2	n/a	n/a
2016	Mar 31, 2017	$106M	$0	11	3	n/a	n/a	n/a
2015	Mar 30, 2016	$79.5M	$0	10	8	n/a	n/a	n/a
2014	Mar 31, 2015	n/a	n/a	6	5	n/a	n/a	n/a
2013	Mar 31, 2014	$285M	$0	6	5	n/a	n/a	n/a
2012	Apr 1, 2013	$275M	$0	7	5	n/a	n/a	n/a
2011	Mar 30, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$8.2B	$5.8B	42.2%	$5.3B	16.0%	15	14	1	1

Relationships

Affiliated with (2)

← CAMBRIDGE ASSOCIATES, LLCRegistered adviserother investment adviser, LP sponsor, control, common control
factForm ADV
→ CAMBRIDGE ASSOCIATES, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV

Controls (4)

← CAMBRIDGE ASSOCIATES, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 30, 2016 to Dec 11, 2024factForm ADV
← ZOLTOWSKI, SCOTT, MICHAELOwnerCHIEF LEGAL OFFICER AND MANAGER, ownership code NA, individual
Mar 28, 2024 to Dec 11, 2024factForm ADV
← DAVIDSON, SAMANTHA, SCHUTTEOwnerPRESIDENT AND MANAGER, ownership code NA, individual
Mar 28, 2024 to Dec 11, 2024factForm ADV
← BOONE, PAMELA, JOwnerCHIEF FINANCIAL OFFICER AND MANAGER, ownership code NA, individual
Mar 28, 2024 to Dec 11, 2024factForm ADV

Owns (3)

← DRULEY, DAVID, RYANOwnerCEO, ownership code NA, individual
Jan 4, 2016 to Dec 11, 2024factForm ADV
← SHADRIN, DMITRIOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 28, 2024 to Dec 11, 2024factForm ADV
← HANNA, SEAN, FOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 26, 2015 to Dec 11, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Cambridge Associates Limited, Llc reported RAUM $8.2B, up 42% from $5.8B (2025-07-25 to 2026-03-31)
Form ADVobserved 6 days ago
$2.4B
Occurred
Mar 28, 2024
Control person joined
Michael Scott Zoltowski (Chief Legal Officer And Manager) appeared on Schedule A of Cambridge Associates Limited, Llc
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person joined
Schutte Samantha Davidson (President And Manager) appeared on Schedule A of Cambridge Associates Limited, Llc
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person joined
J Pamela Boone (Chief Financial Officer And Manager) appeared on Schedule A of Cambridge Associates Limited, Llc
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person left
Nathan James Bailey (Manager) no longer on Schedule A of Cambridge Associates Limited, Llc (listed 2024-01-29, absent 2024-03-28)
Form ADVobserved 6 days ago
Occurred
May 19, 2022
Regulatory AUM changed
Cambridge Associates Limited, Llc reported RAUM $5.9B, up 30% from $4.5B (2022-04-28 to 2022-05-19)
Form ADVobserved 6 days ago
$1.4B
Occurred
Mar 30, 2020
Regulatory AUM changed
Cambridge Associates Limited, Llc reported RAUM $3.3B, up 41% from $2.4B (2019-03-30 to 2020-03-30)
Form ADVobserved 6 days ago
$965M
Occurred
Mar 30, 2019
Regulatory AUM changed
Cambridge Associates Limited, Llc reported RAUM $2.4B, up 40% from $1.7B (2018-09-04 to 2019-03-30)
Form ADVobserved 6 days ago
$674M
Occurred
Apr 3, 2018
Regulatory AUM changed
Cambridge Associates Limited, Llc reported RAUM $1.7B, up 1501% from $106.2M (2017-03-31 to 2018-04-03)
Form ADVobserved 6 days ago
$1.6B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ef53251-5274-105b-ccd0-3ca585f16e96
First observed: Mar 30, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAMBRIDGE ASSOCIATES LIMITED, LLC

CRD 106003

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ef53251-5274-105b-ccd0-3ca585f16e96

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOONE, PAMELA, J

CHIEF FINANCIAL OFFICER AND MANAGER

yes

03/2024

Mar 31, 2026

CAMBRIDGE ASSOCIATES, LLC

Member

yes

11/2015

Mar 31, 2026

DAVIDSON, SAMANTHA, SCHUTTE

PRESIDENT AND MANAGER

yes

03/2024

Mar 31, 2026

ZOLTOWSKI, SCOTT, MICHAEL

CHIEF LEGAL OFFICER AND MANAGER

yes

03/2024

Mar 31, 2026

DRULEY, DAVID, RYAN

Ceo

07/2016

Mar 31, 2026

HANNA, SEAN, F

CHIEF COMPLIANCE OFFICER

08/2015

Mar 31, 2026

SHADRIN, DMITRI

CHIEF OPERATING OFFICER

03/2024

Mar 31, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAMBRIDGE ASSOCIATES, LLC

n/a

Mixed wealth

$327B

yes

n/a

CAMBRIDGE ASSOCIATES ASIA PTE LTD

n/a

yes

n/a

CAMBRIDGE ASSOCIATES GMBH

n/a

yes

n/a

CAMBRIDGE ASSOCIATES HONG KONG PRIVATE LIMITED

n/a

yes

n/a

CAMBRIDGE ASSOCIATES INVESTMENT CONSULTANCY (BEIJING) LTD

n/a

yes

n/a

CAMBRIDGE ASSOCIATES LIMITED

n/a

yes

n/a

SIGLO CAPITAL ADVISORS AG

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Sydney

n/a

Australia

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$8.2B

$799M

n/a

2024

Apr 2, 2025

$5.8B

$397M

n/a

2023

Mar 28, 2024

$5.3B

$307M

n/a

2022

Apr 3, 2023

$5.3B

$433M

n/a

2021

Mar 31, 2022

$4.5B

n/a

2020

Mar 31, 2021

$4.1B

n/a

2019

Mar 30, 2020

$3.3B

n/a

2018

Mar 30, 2019

$2.4B

n/a

2017

Apr 3, 2018

$1.7B

n/a

2016

Mar 31, 2017

$106M

n/a

2015

Mar 30, 2016

$79.5M

n/a

2014

Mar 31, 2015

n/a

2013

Mar 31, 2014

$285M

n/a

2012

Apr 1, 2013

$275M

n/a

2011

Mar 30, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$8.2B

$5.8B

42.2%

$5.3B

16.0%