CAMBRIDGE ASSOCIATES Overview

Cambridge Associates Llc is an investment advisor that manages 108.3 BN dollars in regulatory AUM and has 877 employees, of which 262 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 474MM in positions, representing 0% of the manager's regulatory AUM.

CAMBRIDGE ASSOCIATES StockAlpha

-5.3%
Top 25%
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Fundamental & Technical Factor Exposure

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CAMBRIDGE ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCIT 21.14% ETF -3.54% -1.01% 1 2%
IEI 12.44% ETF -2.64% -0.48% 1 1%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CAMBRIDGE ASSOCIATES Founders and Key Employees

Name Title In Position Since
Henry H. Lewis Manager June-2000
James N. Bailey Manager June-2000
Sandra A. Urie Manager And Ceo January-2001
Scott Berney President And Coo January-2011
Steven Y. Quintero Chief Compliance Officer March-2007

CAMBRIDGE ASSOCIATES Brokers, Custodians, Auditors and Administrators

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CAMBRIDGE ASSOCIATES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We typically work with our clients to identify or refine their investment objectives, risk parameters, and spending needs to determine an appropriate asset allocation and manager structure designed to achieve each client’s particular financial goals. We utilize a number of analytical models to determine the appropriate asset allocation and manager structure, and we seek to match strategies and managers that we recommend or select with our clients’ objectives.

Our investment manager due diligence is based on qualitative and quantitative analyses briefly described below.

Qualitative factors we generally consider during our initial due diligence and future monitoring include:

• History of the organization and management team additions and departures
• Experience, quality and capacity of current investment team
• Organizational strength and cohesiveness
• Attract...
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CAMBRIDGE ASSOCIATES Portfolio Concentration

CAMBRIDGE ASSOCIATES Location

125 HIGH STREET
BOSTON, Massachusetts
UNITED STATES, 02110-2112

CAMBRIDGE ASSOCIATES Contact Information

Phone Number: 617-457-7500
Fax Number: 617-457-7501
Website:

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