Cambridge Investments, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2018 · $14.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cambridge Partners Lp | Hedge Fund | Delaware | $14.0M | 8 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tozzi, John, Raymond | Managing Member Cco Ceo | Jan 2015 (12y) | 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.
Private funds (1, $14.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cambridge Partners Lp | Hedge Fund | $14.0M | $1.0M | 8 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (42)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Keystone Insurers Group, Inc. 401(k) Plan | Keystone Insurers Group, Inc. | 0 | $0 | 01/01/2025 |
| Eei Pension Program | Ecumenical Enterprises, Inc. | 228 | $5.4M | 07/01/2024 |
| Lifeworks Nw Defined Contribution Retirement Plan | Lifeworks Nw | 508 | $32.6M | 07/01/2024 |
| Wfp Us Llc 401(k) Plan | Western Forest Products Us Llc | 224 | $10.4M | 01/01/2024 |
| One Community Health 401(k) Plan | One Community Health | 283 | $15.2M | 01/01/2024 |
| Exxel Pacific, Inc. Benefit Plan | Exxel Pacific, Inc. | 150 | $31.5M | 01/01/2024 |
| Five Star Technology Solutions, Llc 401 K Plan | Five Star Technology Solutions, Llc | 141 | $5.0M | 01/01/2024 |
| Harbinger 401(k) Plan And Trust | Harbinger Group, Llc | 437 | $8.7M | 01/01/2024 |
| Democratic Party Of Wisconsin 401(k) Profit Sharing Plan & Trust | Democratic Party Of Wisconsin | 45 | $2.4M | 01/01/2024 |
| Soapy Joe's 401(k) Plan | Soapy Joes Group, Inc. | 361 | $2.4M | 01/01/2024 |
| Hope Christian Health Center 403(b) Plan | Hope Christian Health Center | 153 | $748K | 01/01/2024 |
| Securekloud Technologies Inc 401(k) Plan | Securekloud Technologies Inc | 87 | $4.1M | 01/01/2024 |
| Truline 401(k) Plan | Truline Corporation | 317 | $7.5M | 01/01/2024 |
| Jain America Holdings Llc 401(k) Plan | Jain America Holdings Llc | 0 | $19.8M | 01/01/2024 |
| Housecall Pro 401(k) Plan | Codefied Inc. | 782 | $17.4M | 01/01/2024 |
| Aya Healthcare Services, Inc 401(k) Plan | Aya Healthcare Services, Inc. | 50,667 | $443M | 01/01/2024 |
| Venture 401(k) Plan | Vm Services, Inc. | 185 | $10.2M | 01/01/2024 |
| Element Biosciences 401(k) Plan | Element Biosciences, Inc. | 347 | $27.5M | 01/01/2024 |
| Precision Countertops, Inc. Profit Sharing Plan & Trust | Precision Countertops, Inc. | 194 | $8.4M | 01/01/2024 |
| The Dewinter Group 401(k) Plan | Dewinter Group, Llc | 414 | $23.3M | 01/01/2024 |
| Sanisure Llc 401(k) Profit Sharing Plan | Sanisure Llc | 244 | $7.6M | 01/01/2024 |
| The Blair Companies Retirement Income Plan | Blair Image Elements | 351 | $11.7M | 01/01/2024 |
| Onedigital Open Pooled Employer Plan | Plan Fiduciary Services, Inc. | 4,946 | $93.6M | 01/01/2024 |
| Hunt Consolidated, Inc. Fidelity Pension Plan | Hunt Consolidated, Inc. | 202 | $222M | 01/01/2024 |
| Christian Community Homes And Services, Inc. 401(k) Plan | Christian Community Homes And Services, Inc. | 213 | $5.1M | 01/01/2024 |
Top 25 of 42 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2019 | 559 KB | 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
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2019.
View current Form ADV (SEC/IAPD) ↗