DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cambridge Associates, LLC
Latest filing Apr 29, 2026
First filing on the tape Apr 2, 2012 · 95 filings
SEC status approved since Dec 14, 1978
RAUM
$327B
reported, Item 5.F
Discretionary
33%
of RAUM
Private clients
27%
$87B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1,116
424 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
92
reported on Schedule D
History
95 filings and snapshots on the tape
RAUM$327B as of Apr 29, 2026
Apr 2, 2012$62B then
HNW client RAUM$87B as of Apr 29, 2026
Mar 31, 2018$51B then
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Apr 2, 20120 then
Employees (5.A)1,116 as of Apr 29, 2026
Apr 1, 2013930 then
Private funds92 as of Apr 29, 2026
Apr 2, 201246 then
RAUM +4.2% over the last fiscal year+5.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $409MderivedHNW RAUM over HNW clients
- Average account
- $541MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 33%derivedof RAUM
- Institutional
- 70%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, hourly, fixed fees, subscription, performance-based, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Custody
- $109B, 228 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Charitable organizations$186B59%
- High-net-worth individuals$87B27%
- Pension and profit-sharing plans$34B11%
- State and municipal entities$7.2B2.3%
- Corporations and businesses$1.9B0.6%
- Pooled investment vehicles$729M0.2%
- Individual clients
- 0reported
- HNW clients
- 213reported
- Pension plan clients
- 34reported
- Charitable clients
- 306reported
- Accounts
- 604reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $109B for 228 clientsreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.27 fund_share=0.0 institutional_share=0.7 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
143 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Ca 1857no longer reported | Hedge Fund | $5.3B | 6 | Mar 30, 2016 |
| Ca 2961 | $2.6B | 2 | Apr 29, 2026 | |
| Ca 2082no longer reported | Hedge Fund | $1.8B | 1 | Mar 30, 2016 |
| Ca 2596 | Other Private Fund | $1.3B | 3 | May 29, 2019 |
| Ca 0913 | $1.0B | 6 | Apr 29, 2026 | |
| Fission And Fusion, LP | Other Private Fund | $1.0B | 2 | Aug 29, 2023 |
| Rwf Fund, LPno longer reported | Other Private Fund | $850M | 2 | Apr 2, 2012 |
| Uaf Fund, LP - Pe Class Series | Other Private Fund | $824M | 2 | Apr 2, 2012 |
| Cn Investment Fund I LP | Other Private Fund | $815M | 2 | Feb 28, 2018 |
| Ca 1344 | Other Private Fund | $738M | 11 | Apr 2, 2012 |
| Ca 2271 | Other Private Fund | $716M | 4 | Mar 30, 2016 |
| Chcf Fund LP | $647M | 2 | Apr 29, 2026 | |
| Ca 2004no longer reported | Hedge Fund | $608M | 5 | Mar 31, 2014 |
| Pwf Fund, LPno longer reported | Hedge Fund | $566M | 2 | Mar 1, 2021 |
| Ca 2081no longer reported | Hedge Fund | $549M | 6 | Mar 28, 2013 |
| Pwf Fund, LP | Other Private Fund | $526M | 2 | Mar 31, 2022 |
| University Of Alaska Foundation Consolidated Endowment Fund, L.P. | Other Private Fund | $507M | 2 | Mar 31, 2014 |
| Ca 2915 | $416M | 0 | Apr 29, 2026 | |
| Uncg Endowment Partners, L.P.no longer reported | Other Private Fund | $391M | 2 | Mar 31, 2014 |
| Ca 1481no longer reported | Other Private Fund | $384M | 18 | Apr 2, 2012 |
| Sherwood Sif, LP | Other Private Fund | $375M | 1 | Nov 23, 2021 |
| Woodtiger, L.P. | Other Private Fund | $332M | 2 | Mar 31, 2014 |
| Uaf Fund, LP - Hf Class Series | Other Private Fund | $309M | 2 | Apr 2, 2012 |
| The Ignatius Fund, LLC | Other Private Fund | $296M | 2 | Mar 31, 2014 |
| Ca 1101 | Other Private Fund | $296M | 8 | Apr 2, 2012 |
| The Fletcher Jones Foundation Fund, LP | Other Private Fund | $293M | 2 | May 25, 2018 |
| Arlington Fund I, LLC - Ocf Seriesno longer reported | Hedge Fund | $293M | 2 | Apr 2, 2012 |
| Ca 2583 | Other Private Fund | $279M | 3 | Nov 27, 2018 |
| St. Luke'S Foundation Sif, LP | Other Private Fund | $279M | 2 | Feb 28, 2018 |
| Ca 2915 C | $245M | 18 | Apr 29, 2026 | |
| Saint Francis Foundation Fund, LP | Other Private Fund | $245M | 2 | Aug 25, 2015 |
| Pga Sif, L.P. | Other Private Fund | $233M | 2 | Mar 31, 2014 |
| Citw Fund, LP | Other Private Fund | $233M | 1 | Nov 24, 2014 |
| Pace University Fund, L.P. | Other Private Fund | $224M | 2 | Mar 31, 2014 |
| Owu Fund, LP | Other Private Fund | $190M | 2 | Apr 2, 2012 |
| Ca 1495no longer reported | Hedge Fund | $184M | 4 | Apr 2, 2012 |
| California Academy Of Sciences Endolith Endowment Fund, LPno longer reported | Hedge Fund | $183M | 2 | Feb 20, 2015 |
| Khf Fund, L.P.no longer reported | Hedge Fund | $182M | 2 | Nov 22, 2016 |
| Bvu Fund, L.P. | Other Private Fund | $177M | 2 | Mar 31, 2014 |
| Mercury Fund II, LP | Other Private Fund | $177M | 2 | Aug 25, 2015 |
Owners and control persons
Schedule A and B, latest filing
- Nathan James Bailey · Managercontrolsince 06/2000 · owns less than 5%
- J Pamela Boone · Chief Financial Officer And Managercontrolsince 06/2022 · owns less than 5%
- Paul Francois Xavier Coirbay · Managercontrolsince 09/2018 · owns less than 5%
- Schutte Samantha Davidson · President And Managercontrolsince 07/2023 · owns less than 5%
- Ryan David Druley · Chief Executive Officer And Managercontrolsince 07/2016 · owns less than 5%
- Yoav Gottesman · Managercontrolsince 10/2024 · owns less than 5%
- Ann Bridget Macaskill · Chair And Managercontrolsince 09/2018 · owns less than 5%
- Matthew Rhoades · Managercontrolsince 09/2022 · owns less than 5%
- Nathan James Bailey · President And Directorcontrolsince 12/2012 · owns 75% or more of Cambridge Associates Corp
- Francoise Bettencourt Meyers · Shareholdercontrolsince 09/1996 · owns 50% to 75% of Tethys Sas
- Xinyi Cai · Shareholdercontrolsince 11/2017 · owns 75% or more of Zodiac Elements Limited
- F Sean Hanna · Chief Compliance Officersince 08/2015 · owns less than 5%
- Dmitri Shadrin · Chief Operating Officersince 02/2024 · owns less than 5%
- Michael Scott Zoltowski · Chief Legal Officersince 06/2017 · owns less than 5%
Entity owners
- Cambridge Associates Corp · Memberdirect · owns 10% to 25%
- Cambridge Associates Partners Gp LLC · General Partnerindirect · owns F of Cambridge Associates Partners LP
- Green, Helen Foster · Trusteeindirect · owns F of The "J" Fund Of The E&A Settlement
- Hudson, Kelvin Mark · Trusteeindirect · owns F of The "J" Fund Of The E&A Settlement
- Saffery Champness Trust Corporation · Trusteeindirect · owns F of The "J" Fund Of The E&A Settlement
- Sofina Sa · Memberindirect · owns 75% or more of Sofina US LLC
- Tethys Invest Sas · Shareholderindirect · owns 75% or more of Tethys Invest Corp
- Tethys Sas · Shareholderindirect · owns 75% or more of Tethys Invest Sas
- The "J" Fund Of The E&A Settlement · Shareholderindirect · owns 75% or more of Ca Participation Venture Limited
- Wu Capital Limited · Memberindirect · owns 75% or more of Platanus Holding LLC
- Zodiac Elements Limited · Shareholderindirect · owns 75% or more of Wu Capital Limited
- Ca Participation Venture Limited · Memberdirect · owns 5% to 10%
- Cambridge Associates Partners LP · Partnership Holding Vehicledirect · owns 10% to 25%
- Platanus Holding LLC · Memberdirect · owns 5% to 10%
- Sofina US LLC · Memberdirect · owns 10% to 25%
- Tethys Invest Corp · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- Brook Street Limitedpooled vehicle sponsory
- Cambridge Associates (Hong Kong) Private Limitedinvestment advisery
- Cambridge Associates Asia Pte Ltdinvestment advisery
- Cambridge Associates Gmbhinvestment adviserLP sponsory
- Cambridge Associates Investment Consultancy (Beijing) Ltd.investment advisery
- Cambridge Associates Limitedinvestment adviserLP sponsory
- Cambridge Associates Limited, LLCinvestment adviserLP sponsoryRAUM $8.2B
- Cambridge Associates Resources, LLCpooled vehicle sponsory
- Church Green Limitedpooled vehicle sponsory
- Siglo Capital Advisors Aginvestment adviserLP sponsory
Advisers that list Cambridge Associates, LLC as a related person
- 106003 n
Offices
Schedule D 1.F, the 25 largest
- Arlington, VA95 employees
- San Francisco, CA44 employees
- Dallas, TX16 employees
- New York, NY4 employees
ADV anomalies
6 against comparable advisers; where to look, not conclusions
- unusually large average accountStatic outlier · filing Apr 29, 2026RAUM per account of $540,891,545 against a peer median of $1,921,640 (83 comparable advisers, 100.0th percentile, 227.4 robust deviations)peers: independent wealth managers, $20B and over (83) · 100% percentile
- unusually large average HNW clientStatic outlier · filing Apr 29, 2026HNW RAUM per HNW client of $409,085,696 against a peer median of $5,010,783 (80 comparable advisers, 100.0th percentile, 86.8 robust deviations)peers: independent wealth managers, $20B and over (80) · 100% percentile
- high institutional concentrationStatic outlier · filing Apr 29, 2026institutional share of RAUM of 70% against a peer median of 7% (84 comparable advisers, 100.0th percentile, 8.1 robust deviations)peers: independent wealth managers, $20B and over (84) · 100% percentile
- control person changedChange between filings · filing Apr 29, 2026MACASKILL, BRIDGET, ANN (CHAIR AND MANAGER) left Schedule A between the filings of 2024-12-10 and 2026-04-29peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Apr 29, 2026BETTENCOURT MEYERS, FRANCOISE (SHAREHOLDER) left Schedule A between the filings of 2024-12-10 and 2026-04-29peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Apr 29, 2026CAI, XINYI (SHAREHOLDER) left Schedule A between the filings of 2024-12-10 and 2026-04-29peers: independent wealth managers, $20B and over (84)
What changed
consecutive filings, newest first
- Accounts · 575 to 604Aug 4, 2025 to Mar 31, 2026
- Advisory employees · 437 to 424Aug 4, 2025 to Mar 31, 2026
- Charity clients · 300 to 306Aug 4, 2025 to Mar 31, 2026
- HNW clients · 192 to 213Aug 4, 2025 to Mar 31, 2026
- Pension plan clients · 43 to 34Aug 4, 2025 to Mar 31, 2026
- Pooled vehicle clients · 19 to 27Aug 4, 2025 to Mar 31, 2026
- Assets in custody · $137B to $109BAug 4, 2025 to Mar 31, 2026
- Employees · 1,087 to 1,116Aug 4, 2025 to Mar 31, 2026
- Private funds · 86 to 92Aug 4, 2025 to Mar 31, 2026
- Discretionary RAUM · $101B to $107BAug 4, 2025 to Mar 31, 2026
- HNW RAUM · $80B to $87BAug 4, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $212B to $220BAug 4, 2025 to Mar 31, 2026
- Pension RAUM · $46B to $34BAug 4, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $501M to $729MAug 4, 2025 to Mar 31, 2026
- RAUM · $314B to $327BAug 4, 2025 to Mar 31, 2026
- Financial planning clients · More than 500 to More than 500Apr 30, 2025 to Jul 25, 2025
- Accounts · 556 to 575Feb 28, 2025 to Apr 30, 2025
- Advisory employees · 457 to 437Feb 28, 2025 to Apr 30, 2025
- Charity clients · 298 to 300Feb 28, 2025 to Apr 30, 2025
- HNW clients · 182 to 192Feb 28, 2025 to Apr 30, 2025
- Pension plan clients · 36 to 43Feb 28, 2025 to Apr 30, 2025
- Assets in custody · $88B to $137BFeb 28, 2025 to Apr 30, 2025
- Employees · 1,098 to 1,087Feb 28, 2025 to Apr 30, 2025
- Private funds · 83 to 86Feb 28, 2025 to Apr 30, 2025
- Discretionary RAUM · $86B to $101BFeb 28, 2025 to Apr 30, 2025
- HNW RAUM · $65B to $80BFeb 28, 2025 to Apr 30, 2025
- Non-discretionary RAUM · $196B to $212BFeb 28, 2025 to Apr 30, 2025
- Pension RAUM · $42B to $46BFeb 28, 2025 to Apr 30, 2025
- Pooled vehicle RAUM · $505M to $501MFeb 28, 2025 to Apr 30, 2025
- RAUM · $282B to $314BFeb 28, 2025 to Apr 30, 2025
- Private funds · 77 to 83Dec 11, 2024 to Feb 28, 2025
- Accounts · 586 to 556Feb 7, 2024 to Mar 28, 2024
- Advisory employees · 463 to 457Feb 7, 2024 to Mar 28, 2024
- Charity clients · 312 to 298Feb 7, 2024 to Mar 28, 2024
- Corporate clients · unset to 3.0Feb 7, 2024 to Mar 28, 2024
- HNW clients · 206 to 182Feb 7, 2024 to Mar 28, 2024
- Pension plan clients · 30 to 36Feb 7, 2024 to Mar 28, 2024
- Pooled vehicle clients · 17 to 19Feb 7, 2024 to Mar 28, 2024
- Assets in custody · $56B to $88BFeb 7, 2024 to Mar 28, 2024
- Employees · 1,154 to 1,098Feb 7, 2024 to Mar 28, 2024
Signals
18 dated events
- Aron Balas (Manager) no longer on Schedule A of Cambridge Associates, Llc (listed 2024-11-20, absent 2024-12-10)Dec 10, 2024 · Control person left · inference
- Yoav Gottesman (Manager) appeared on Schedule A of Cambridge Associates, LlcDec 10, 2024 · Control person joined · fact
- Schutte Samantha Davidson (President And Manager) appeared on Schedule A of Cambridge Associates, LlcJul 17, 2023 · Control person joined · fact
- Dominick Noel Oneill (President And Manager) no longer on Schedule A of Cambridge Associates, Llc (listed 2023-07-10, absent 2023-07-17)Jul 17, 2023 · Control person left · inference
- Matthew Rhoades (Manager) appeared on Schedule A of Cambridge Associates, LlcSep 1, 2022 · Control person joined · fact
- Jonathan Francesco Goedhuis (Manager) no longer on Schedule A of Cambridge Associates, Llc (listed 2022-05-31, absent 2022-07-25)Jul 25, 2022 · Control person left · inference
- Aron Balas (Manager) appeared on Schedule A of Cambridge Associates, LlcJul 25, 2022 · Control person joined · fact
- Jonathan Francesco Goedhuis (Manager) appeared on Schedule A of Cambridge Associates, LlcMar 9, 2022 · Control person joined · fact
- Andrew John Macdonald (Manager) no longer on Schedule A of Cambridge Associates, Llc (listed 2021-10-13, absent 2021-10-29)Oct 29, 2021 · Control person left · inference
- Andrew John Macdonald (Manager) appeared on Schedule A of Cambridge Associates, LlcOct 13, 2021 · Control person joined · fact
- David Corey Biggs (Manager) no longer on Schedule A of Cambridge Associates, Llc (listed 2021-08-31, absent 2021-09-02)Sep 2, 2021 · Control person left · inference
- Andrew John Macdonald (Manager) no longer on Schedule A of Cambridge Associates, Llc (listed 2021-04-01, absent 2021-08-31)Aug 31, 2021 · Control person left · inference
- David Corey Biggs (Manager) appeared on Schedule A of Cambridge Associates, LlcAug 31, 2021 · Control person joined · fact
- Cambridge Associates, Llc reported RAUM $238.5B, up 30% from $183.5B (2021-03-01 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Armstrong Philip Walton (Manager) no longer on Schedule A of Cambridge Associates, Llc (listed 2019-11-26, absent 2020-02-27)Feb 27, 2020 · Control person left · inference
- Cambridge Associates, Llc reported RAUM $210.3B, up 40% from $149.9B (2019-02-26 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
- Armstrong Philip Walton (Manager) appeared on Schedule A of Cambridge Associates, LlcFeb 26, 2019 · Control person joined · fact
- Dominick Noel Oneill (President) appeared on Schedule A of Cambridge Associates, LlcFeb 25, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Cambridge Associates, LLC · Independent Sponsorsshared crd · capital_provider
- Cambridge Associates, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/6987reportedpublic record, Form ADV, Sep 17, 2026
- Website
- CAMBRIDGEASSOCIATES.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-457-7500reportedpublic record, Form ADV, Apr 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026