Equal-WT
WhaleScore 2.0 ?
Cambridge Associates is based out of Boston. Cambridge Associates is a hedge fund with 575 clients and discretionary assets under management (AUM) of $101,131,014,257 (Form ADV from 2025-08-04). Their last reported 13F filing for Q3 2025 included $5,461,872,296 in managed 13F securities
and a top 10 holdings concentration of 82.82%. Cambridge Associates's largest holding is Vanguard S&P 500 ETF with shares held of 2,491,448. Whalewisdom has at least 57 13F filings The firm last filed a Form D notice of exempt offering of securities on 2018-11-13. The notice included securities offered of Equity
Business Description
The firm offers a range of services to clients, including strategic and tactical asset allocation advice, manager selection, participation in committee meetings, access to research services, and performance reporting. They also provide investment services related to socially responsible investing, ESG, and impact investing, tailoring these offerings to clients' specific frameworks, interpretations, and reporting needs. Additionally, they offer expertise and guidance in selecting diverse managers through dedicated resources.
For clients with limited in-house resources, the firm provides discretionary investment management or Outsourced Chief Investment Officer services (OCIO). For those seeking similar support but retaining approval rights, they offer non-discretionary portfolio management services, available for total portfolios or specific asset classes. They also offer staff extension services to complement clients' in-house resources, including acting as a sounding board, providing alternative asset expertise, manager due diligence, and research tools.
Investment Strategy
The firm works with clients to determine an appropriate asset allocation and manager structure designed to achieve financial goals, utilizing analytical models to match strategies and managers with client objectives. Their investment manager due diligence is based on qualitative and quantitative analyses, considering factors such as the history of the organization, the experience and quality of the investment team, organizational strength, and the attractiveness and relevance of the track record. For hedge fund managers, they emphasize a qualitative evaluation of portfolio performance in different market environments, favoring strategies with security-level inefficiency analysis and transparency in fundamental analysis and risk control.
The firm also offers specialized advice and guidance, including strategic and tactical asset allocation advice, manager selection, participation in committee meetings, access to research services, and performance reporting. They provide investment services related to socially responsible investing, ESG, and impact investing, with dedicated resources researching managers and aligning investments with client missions. Additionally, they offer expertise in selecting diverse managers through dedicated resources seeking non-traditional, institutional quality managers.
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