Cambridge Associates is a firm that provides financial advisor, investment management, fiduciary trustee, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California, New York, and Massachusetts (although they are present in other states as well).
Most Cambridge Associates clients are elementary and secondary schools, hospitals, colleges, universities, and professional schools, museums, historical sites, and similar institutions, and grantmaking foundations with revenues ranging from $6.6 million to $343 million.
Previous legal names, trade names, or just variations of their name include: Cambridge Associates Capital Management.
Name | Type | Location | |||
---|---|---|---|---|---|
1 | Battelle Memorial Institute | 501(c)(3) | Columbus, OH | ||
2 | National Football League (NFL) | 501(c)(6) | New York, NY | ||
3 | Woods Hole Oceanographic Institution | 501(c)(3) | Woods Hole, MA | ||
4 | Winterthur Museum Garden and Library | 501(c)(3) | Winterthur, DE | ||
5 | Silicon Valley Community Foundation (SVCF) | 501(c)(3) | Mountain View, CA | ||
6 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
7 | Grantham Foundation for the Protection of the Environment | 501(c)(3) | Boston, MA | ||
8 | California Wellness Foundation | 501(c)(3) | Los Angeles, CA | ||
9 | Weingart Foundation | 501(c)(3) | Los Angeles, CA | ||
10 | Brearley School (BS) | 501(c)(3) | New York, NY | ||
... | and 83 more Cambridge Associates not-for-profit tax-exempt clients identified by Cause IQ |
Competitors to Cambridge Associates in the nonprofit sector include Alerus Financial, N.a., Global Retirement Partners LLC, Kestra Advisory Services LLC, Matrix Trust Company, Ubs, Fidelity, Merrill Lynch, Raymond James and Associates, Marquette and Associates, and Dimeo Schneider.
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