Cambridge Associates Limited, Llc
- Regulatory AUM
- $8.2B
- Discretionary
- $799M
- Clients
- 32
- Avg AUM / client
- $256M
- Accounts
- 32
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 20 | $4.3B | 51.9% |
| Charitable organizations | 12 | $3.9B | 48.1% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hanna, Sean, F | Chief Compliance Officer | Aug 2015 (11y) | Less than 5% | |
| Druley, David, Ryan | Ceo | Jul 2016 (10y) | Less than 5% | |
| Boone, Pamela, J | Chief Financial Officer And Manager | Mar 2024 (2y) | Less than 5% | |
| Davidson, Samantha, Schutte | President And Manager | Mar 2024 (2y) | Less than 5% | |
| Shadrin, Dmitri | Chief Operating Officer | Mar 2024 (2y) | Less than 5% | |
| Zoltowski, Scott, Michael | Chief Legal Officer And Manager | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cambridge Associates, Llc | Member | Nov 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PERCENTAGE OF ASSETS INVESTED
Services
- • Financial planning services
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Banque Pictet & Cie Sa $1.4B (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗