Cambridge Associates

Cambridge Associates is a global investment firm headquartered in Boston that builds custom portfolios for institutions and families. Founded in 1973, it works with endowments, foundations, pension plans, healthcare systems, insurers, government entities, private clients and family offices. Its approach pairs the resources of a global firm with the personal touch of a boutique, aligning each portfolio with a client’s goals, risk tolerance and values.

Clients can hand over the full investment office through outsourced chief investment officer services, keep their own staff and use the firm for advice on asset allocation and manager selection, or hire it for specific asset class mandates. The firm was an early leader in private investing and covers private equity, hedge funds, real assets, private credit, co-investments and secondaries. It also publishes research on markets and on preserving family wealth.

What to Know

• The firm has offices in North America, the United Kingdom, Europe, the Middle East, Asia and Oceania.
• It has worked with endowments and foundations for more than 50 years.
• Asset class mandates can be discretionary or non-discretionary.
• Its private client practice writes about family dynamics as a threat to lasting wealth.