/Companies

Cambridge Associates

also invests · investor profile

Boston, US · 1 known investors

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Cambridge Associates provides sustainable and impact investing advisory services, helping institutional clients such as endowments, foundations, and pension funds align investment portfolios with their values across asset classes. The firm evaluates sustainability, impact, and manager diversity to build customized portfolios and pursue intentional outcomes on issues like climate change and social inequality.

Also known as Cambridge Associates

Founders & leadership

DDDavid Druley
David DruleyExecutive
SS
Susan SiekerNamed on SEC filing
BM
Bridget MacaskillNamed on SEC filing
XC
Xavier CoirbayNamed on SEC filing
JM
John MacDonaldNamed on SEC filing
SZ
Scott ZoltowskiNamed on SEC filing
PW
Philip WaltonNamed on SEC filing
JB
James BaileyNamed on SEC filing
LMLiqian Ma
Liqian MaHead of Sustainable & Impact Investing Research

Investors · 1

Reported raises · per SEC filings

Form D private placements

$459.5M disclosed across 1 round · 2018

▶$459.5MraisedNov 2018 · 16 investors · Investing
Rule 506(b)
Officers, directors & promoters on the filing
  • Susan SiekerExecutive Officer, Director
  • Bridget MacaskillDirector
  • David DruleyExecutive Officer, Director
  • Xavier CoirbayDirector
  • John MacDonaldDirector
  • Scott ZoltowskiExecutive Officer
  • Philip WaltonExecutive Officer, Director
  • James BaileyDirector
Offering amount
$463.5M
Amount sold
$459.5M
Minimum investment
$8.3K
Finders' fees
$4.6M
Proceeds to insiders
$35.7M
Placement agents
Broadhaven Securities LLC
First sale
Aug 2018
Incorporated
Limited Liability Company, Massachusetts
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Company profile

researched Aug 2026

Cambridge Associates is a global investment firm that has built and managed investment portfolios for institutional investors, private clients and family offices since 1973. The firm designs custom portfolios spanning traditional and alternative asset classes, positioning itself as an early participant in private investing with expertise across private equity, credit investments and venture capital.

Client services are delivered through specialized teams and can be structured as outsourced chief investment officer (OCIO) mandates, advisory relationships, or single asset class mandates. The firm also publishes investment research on topics including endowment spending policy, quality factor performance, US private equity and venture capital benchmarks, gold, currency positioning and artificial intelligence investing.

Business model

Cambridge Associates provides investment services to asset owners through OCIO, advisory, and asset class mandate arrangements, building and managing custom portfolios on clients' behalf.

Traction

More than 50 years of operating history since 1973; recognized on the CNBC Elite Advisors 2026 list.

Latest developments

Recent firm news includes recognition on the CNBC Elite Advisors 2026 list, Andrea Auerbach discussing private equity, AI and European markets on Bloomberg, and Sarah Edwards speaking on systemic investing with the TransCap Initiative. Published research in mid-2026 covered artificial intelligence investing after the first wave, US PE/VC benchmarks for calendar year 2025, gold, the US dollar, and endowment spending policy. The firm also discloses use of AI-powered systems in its business activities, including processing of personal data with human oversight.

▸Full profile — market position, go-to-market, geography, history

Market position

Positions itself as a global investment partner since 1973 combining the resources of a global firm with a boutique approach, and cites over 50 years of work with endowments and foundations and decades of pension portfolio experience.

Emphasizes customized portfolio construction by specialized client teams, long tenure in private investments, and a broad manager network built over five decades.

Go-to-market

Endowments and foundations; private clients and family offices; retirement, insurance and government investors, including pension plans. Website access is directed at professional, institutional and accredited investors as defined under MiFID, Hong Kong's SFO and Singapore's Securities and Futures Act.

Geography

The firm operates offices across multiple regions globally, with website access terms tailored to investors in Europe (MiFID), Hong Kong, Singapore and other jurisdictions.

History

The firm has served as an investment partner since 1973, building and managing portfolios across asset classes for institutional investors, private clients and family offices for over 50 years.

Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.

Key figures

latest reported
Years in operationJan 202650 years

Company-reported or press-reported figures, each dated to when it was claimed — not independently audited.

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Companies working in the same space as Cambridge Associates.

Timeline · 1

launches, deals, and filings
Jan 2026
Recognized on CNBC Elite Advisors 2026 List

Cambridge Associates was named to the CNBC Elite Advisors 2026 list.

source ↗

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

▸Research sources · 1

primary sources listed

1 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Cambridge Associates do?
Cambridge Associates is a global investment firm that builds and manages custom portfolios for institutions, families and private clients.
Who are Cambridge Associates's investors?
Cambridge Associates's investors include IFG.VC.
How much funding has Cambridge Associates raised?
Cambridge Associates has disclosed $459.5M raised across 1 round.
Where is Cambridge Associates headquartered?
Cambridge Associates is headquartered in Boston, US.