FE
EntityCA PARTICIPATION VENTURE LIMITEDStatusSHAREHOLDERReported since06/2000Ownership75% or moreControl personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 06/2000
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2000
- Type
- FE
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 12/2012
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 08/2015
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2016
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2018
- Type
- Domestic entity
- Control person
- No
- Ownership
- 10% but less than 25%
- Reported since
- 10/2018
- Type
- Domestic entity
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 10/2018
- Type
- Domestic entity
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 06/2017
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 09/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2019
- Type
- Domestic entity
- Control person
- No
- Ownership
- 10% but less than 25%
- Reported since
- 06/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 10/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| James Nathan Bailey | Manager | 06/2000 | Individual | Yes | Less than 5% |
| Ca Participation Venture Limited | Member | 06/2000 | FE | No | 5% but less than 10% |
| Cambridge Associates Corp | Member | 12/2012 | Domestic entity | Yes | 10% but less than 25% |
| Sean F Hanna | Chief Compliance Officer | 08/2015 | Individual | No | Less than 5% |
| David Ryan Druley | Chief Executive Officer And Manager | 07/2016 | Individual | Yes | Less than 5% |
| Sofina Us Llc | Member | 08/2018 | Domestic entity | No | 10% but less than 25% |
| Platanus Holding Llc | Member | 10/2018 | Domestic entity | No | 5% but less than 10% |
| Tethys Invest Corp | Member | 10/2018 | Domestic entity | No | 5% but less than 10% |
| Scott Michael Zoltowski | Chief Legal Officer | 06/2017 | Individual | No | Less than 5% |
| Bridget Ann Macaskill | Chair And Manager | 09/2018 | Individual | Yes | Less than 5% |
| Xavier Paul Francois Coirbay | Manager | 09/2018 | Individual | Yes | Less than 5% |
| Cambridge Associates Partners Lp | Partnership Holding Vehicle | 01/2019 | Domestic entity | No | 10% but less than 25% |
| Pamela J Boone | Chief Financial Officer And Manager | 06/2022 | Individual | Yes | Less than 5% |
| Matthew Rhoades | Manager | 09/2022 | Individual | Yes | Less than 5% |
| Samantha Schutte Davidson | President And Manager | 07/2023 | Individual | Yes | Less than 5% |
| Dmitri Shadrin | Chief Operating Officer | 02/2024 | Individual | No | Less than 5% |
| Yoav Gottesman | Manager | 10/2024 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVIndividual
EntityCAMBRIDGE ASSOCIATES CORPStatusPRESIDENT AND DIRECTORReported since12/2012Ownership75% or moreControl personYes
FE
EntityTHE "J" FUND OF THE E&A SETTLEMENTStatusTRUSTEEReported since11/2001OwnershipOther (general partner, trustee, or elected manager)Control personYes
FE
EntityTHE "J" FUND OF THE E&A SETTLEMENTStatusTRUSTEEReported since11/2001OwnershipOther (general partner, trustee, or elected manager)Control personYes
FE
EntityTHE "J" FUND OF THE E&A SETTLEMENTStatusTRUSTEEReported since12/2012OwnershipOther (general partner, trustee, or elected manager)Control personYes
FE
EntitySOFINA US LLCStatusMEMBERReported since05/2018Ownership75% or moreControl personYes
FE
EntityTETHYS INVEST CORPStatusSHAREHOLDERReported since10/2018Ownership75% or moreControl personYes
FE
EntityTETHYS INVEST SASStatusSHAREHOLDERReported since12/2015Ownership75% or moreControl personYes
Individual
EntityTETHYS SASStatusSHAREHOLDERReported since09/1996Ownership50% but less than 75%Control personYes
FE
EntityPLATANUS HOLDING LLCStatusMEMBERReported since11/2017Ownership75% or moreControl personYes
FE
EntityWU CAPITAL LIMITEDStatusSHAREHOLDERReported since11/2017Ownership75% or moreControl personYes
Individual
EntityZODIAC ELEMENTS LIMITEDStatusSHAREHOLDERReported since11/2017Ownership75% or moreControl personYes
Domestic entity
EntityCAMBRIDGE ASSOCIATES PARTNERS LPStatusGENERAL PARTNERReported since01/2019OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityCAMBRIDGE ASSOCIATES CORPStatusSHAREHOLDERReported since07/2025Ownership75% or moreControl personNo
Owners & Executives
Source: Form ADVSF
Sean F Hanna
Chief Compliance Officer
DR
David Ryan Druley
Chief Executive Officer And Manager
SM
Scott Michael Zoltowski
Chief Legal Officer
BA
Bridget Ann Macaskill
Chair And Manager
PJ
Pamela J Boone
Chief Financial Officer And Manager
SS
Samantha Schutte Davidson
President And Manager
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives17
Indirect ownership records14
Regulatory statusSEC registered investment adviser
SEC registration dateDec 14, 1978
CRD number104942