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 . The fund's latest filing disclosed 2BN in positions, representing 1% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to . The fund's latest filing disclosed 2BN in positions, representing 1% of the manager's regulatory AUM.
CAMBRIDGE ASSOCIATES StockAlpha
Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
CAMBRIDGE ASSOCIATES Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
VOO | 22.84% | ETF | -6.63% | -0.01% | 0 | 0% | ||
VT | 16.42% | ETF | -7.44% | -0.18% | 1 | 0% | ||
Unlock Positions and Returns Details |
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
Type | Company |
---|
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Administrator | Pro |
Auditor | Pro |
Auditor | Pro |
Auditor | Pro |
Auditor | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
Custodian | Pro |
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
CAMBRIDGE ASSOCIATES Portfolio Concentration
CAMBRIDGE ASSOCIATES Location
125 HIGH STREET
BOSTON, Massachusetts
UNITED STATES, 02110-2112
BOSTON, Massachusetts
UNITED STATES, 02110-2112
CAMBRIDGE ASSOCIATES Contact Information
Phone Number: 617-457-7500
Fax Number: 617-457-7501
Website: https://www.cambridgeassociates.com
Fax Number: 617-457-7501
Website: https://www.cambridgeassociates.com
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here