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 Limited, LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 53 filings
SEC status approved since Jan 21, 1994
RAUM
$8.2B
reported, Item 5.F
Discretionary
9.7%
of RAUM
Private clients
52%
$4.3B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
15
14 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$8.2B as of Mar 31, 2026
Apr 1, 2013$275M then
HNW client RAUM$4.3B as of Mar 31, 2026
Apr 3, 2018$130M then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20120 then
Employees (5.A)15 as of Mar 31, 2026
Apr 1, 20137 then
Private funds: no history
RAUM +42% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- 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
- $213MderivedHNW RAUM over HNW clients
- Average account
- $256MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 9.7%derivedof RAUM
- Institutional
- 48%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +42%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$4.3B52%
- Charitable organizations$3.9B48%
- Individual clients
- n/areported
- HNW clients
- 20reported
- Pension plan clients
- n/areported
- Charitable clients
- 12reported
- Accounts
- 32reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.52 fund_share=0.0 institutional_share=0.48 related_bd=false related_bank=true bd_reps=0.0 bank_owner=falsederived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- J Pamela Boone · Chief Financial Officer And Managercontrolsince 03/2024 · owns less than 5%
- Schutte Samantha Davidson · President And Managercontrolsince 03/2024 · owns less than 5%
- Michael Scott Zoltowski · Chief Legal Officer And Managercontrolsince 03/2024 · owns less than 5%
- Ryan David Druley · Ceosince 07/2016 · owns less than 5%
- F Sean Hanna · Chief Compliance Officersince 08/2015 · owns less than 5%
- Dmitri Shadrin · Chief Operating Officersince 03/2024 · owns less than 5%
Entity owners
- Cambridge Associates, LLC · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Cambridge Associates Asia Pte Ltdinvestment adviserLP sponsorn
- Cambridge Associates Gmbhinvestment adviserLP sponsory
- Cambridge Associates Hong Kong Private Limitedinvestment adviserLP sponsory
- Cambridge Associates Investment Consultancy (Beijing) Ltdinvestment advisern
- Cambridge Associates Limitedinvestment adviserLP sponsorn
- Cambridge Associates, LLCinvestment adviserbankpooled vehicle sponsorLP sponsornRAUM $327B
- Siglo Capital Advisors Aginvestment adviserLP sponsory
Advisers that list Cambridge Associates Limited, LLC as a related person
- 104942 y
Offices
Schedule D 1.F, the 25 largest
- Sydney, Australia3 employees
What changed
consecutive filings, newest first
- Accounts · 28 to 32Jul 25, 2025 to Mar 31, 2026
- Advisory employees · 13 to 14Jul 25, 2025 to Mar 31, 2026
- HNW clients · 16 to 20Jul 25, 2025 to Mar 31, 2026
- Employees · 14 to 15Jul 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $397M to $799MJul 25, 2025 to Mar 31, 2026
- HNW RAUM · $2.3B to $4.3BJul 25, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $5.4B to $7.4BJul 25, 2025 to Mar 31, 2026
- RAUM · $5.8B to $8.2BJul 25, 2025 to Mar 31, 2026
- Financial planning clients · 11-25 to 11-25Apr 2, 2025 to Jul 25, 2025
- Accounts · 23 to 28Dec 11, 2024 to Apr 2, 2025
- Charity clients · 11 to 12Dec 11, 2024 to Apr 2, 2025
- HNW clients · 12 to 16Dec 11, 2024 to Apr 2, 2025
- Employees · 15 to 14Dec 11, 2024 to Apr 2, 2025
- Discretionary RAUM · $307M to $397MDec 11, 2024 to Apr 2, 2025
- HNW RAUM · $1.9B to $2.3BDec 11, 2024 to Apr 2, 2025
- Non-discretionary RAUM · $4.9B to $5.4BDec 11, 2024 to Apr 2, 2025
- RAUM · $5.3B to $5.8BDec 11, 2024 to Apr 2, 2025
- Advisory employees · 14 to 13Jan 29, 2024 to Mar 28, 2024
- Charity clients · 13 to 11Jan 29, 2024 to Mar 28, 2024
- HNW clients · 10 to 12Jan 29, 2024 to Mar 28, 2024
- Discretionary RAUM · $433M to $307MJan 29, 2024 to Mar 28, 2024
- HNW RAUM · $2.0B to $1.9BJan 29, 2024 to Mar 28, 2024
- Non-discretionary RAUM · $4.8B to $4.9BJan 29, 2024 to Mar 28, 2024
- RAUM · $5.3B to $5.3BJan 29, 2024 to Mar 28, 2024
- Accounts · 24 to 23Oct 31, 2022 to Apr 3, 2023
- Advisory employees · 13 to 14Oct 31, 2022 to Apr 3, 2023
- Business name · CAMBRIDGE ASSOCIATES LTD LLC to CAMBRIDGE ASSOCIATES LIMITED, LLCOct 31, 2022 to Apr 3, 2023
- Charity clients · 12 to 13Oct 31, 2022 to Apr 3, 2023
- HNW clients · 12 to 10Oct 31, 2022 to Apr 3, 2023
- Employees · 14 to 15Oct 31, 2022 to Apr 3, 2023
- Legal name · CAMBRIDGE ASSOCIATES LTD LLC to CAMBRIDGE ASSOCIATES LIMITED, LLCOct 31, 2022 to Apr 3, 2023
- Discretionary RAUM · $508M to $433MOct 31, 2022 to Apr 3, 2023
- HNW RAUM · $2.4B to $2.0BOct 31, 2022 to Apr 3, 2023
- Non-discretionary RAUM · $5.4B to $4.8BOct 31, 2022 to Apr 3, 2023
- RAUM · $5.9B to $5.3BOct 31, 2022 to Apr 3, 2023
- Accounts · 20 to 24Apr 28, 2022 to May 19, 2022
- HNW clients · 8 to 12Apr 28, 2022 to May 19, 2022
- Discretionary RAUM · $0 to $508MApr 28, 2022 to May 19, 2022
- HNW RAUM · $990M to $2.4BApr 28, 2022 to May 19, 2022
- Non-discretionary RAUM · $4.5B to $5.4BApr 28, 2022 to May 19, 2022
Signals
9 dated events
- Cambridge Associates Limited, Llc reported RAUM $8.2B, up 42% from $5.8B (2025-07-25 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Michael Scott Zoltowski (Chief Legal Officer And Manager) appeared on Schedule A of Cambridge Associates Limited, LlcMar 28, 2024 · Control person joined · fact
- Schutte Samantha Davidson (President And Manager) appeared on Schedule A of Cambridge Associates Limited, LlcMar 28, 2024 · Control person joined · fact
- J Pamela Boone (Chief Financial Officer And Manager) appeared on Schedule A of Cambridge Associates Limited, LlcMar 28, 2024 · Control person joined · fact
- Nathan James Bailey (Manager) no longer on Schedule A of Cambridge Associates Limited, Llc (listed 2024-01-29, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Cambridge Associates Limited, Llc reported RAUM $5.9B, up 30% from $4.5B (2022-04-28 to 2022-05-19)May 19, 2022 · RAUM change · derived
- Cambridge Associates Limited, Llc reported RAUM $3.3B, up 41% from $2.4B (2019-03-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Cambridge Associates Limited, Llc reported RAUM $2.4B, up 40% from $1.7B (2018-09-04 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
- Cambridge Associates Limited, Llc reported RAUM $1.7B, up 1501% from $106.2M (2017-03-31 to 2018-04-03)Apr 3, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- CAMBRIDGEASSOCIATES.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (617) 457-7500reportedpublic record, Form ADV, Mar 31, 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
- Independent wealth managerderiveda 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