Cambridge Associates, LLC
Alpha Nasdaq OCIO Indices - ContributorBOSTON, MA
Form ADV and provider website profile · CRD 104942 · regulatory data as of Apr 29, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Cambridge Associates, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$326.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
604Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$106.7BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$220.0BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$326.7BTotal Firm AUM
$106.7BDiscretionary AUM
$220.0BNon-discretionary AUM
604Total accounts
248Discretionary accounts
356Non-discretionary accounts
Client Mix by Firm AUM
$326.7BFirm AUM
Charities56.9%
High-Net-Worth26.7%
Retirement Plans10.4%
Other3.0%
Municipalities2.2%
Corporations0.6%
Other Pooled Vehicles0.2%
Reported Client Types
Source: Form ADV client recordsCharities56.9%
306 clients$186.0B firm assets
High-Net-Worth26.7%
213 clients$87.1B firm assets
Retirement Plans10.4%
34 clients$34.1B firm assets
Other3.0%
16 clients$9.8B firm assets
Municipalities2.2%
5 clients$7.2B firm assets
Corporations0.6%
3 clients$1.9B firm assets
Other Pooled Vehicles0.2%
27 clients$729M firm assets
Reported total604 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $186.0B | 306 | 56.9% |
| High-Net-Worth | $87.1B | 213 | 26.7% |
| Retirement Plans | $34.1B | 34 | 10.4% |
| Other | $9.8B | 16 | 3.0% |
| Municipalities | $7.2B | 5 | 2.2% |
| Corporations | $1.9B | 3 | 0.6% |
| Other Pooled Vehicles | $729M | 27 | 0.2% |
| Reported total | $326.7B | 604 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…