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, and grantmaking foundations with revenues ranging from $7.1 million to $262 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 | Silicon Valley Community Foundation (SVCF) | 501(c)(3) | Mountain View, CA | ||
| 4 | Orange County Community Foundation (OCCF) | 501(c)(3) | Irvine, CA | ||
| 5 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 6 | Surdna Foundation | 501(c)(3) | New York, NY | ||
| 7 | California Wellness Foundation | 501(c)(3) | Los Angeles, CA | ||
| 8 | Lakeside School | 501(c)(3) | Seattle, WA | ||
| 9 | Brearley School (BS) | 501(c)(3) | New York, NY | ||
| 10 | Grantham Foundation for the Protection of the Environment | 501(c)(3) | Boston, MA | ||
| ... | and 82 more Cambridge Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cambridge Associates in the nonprofit sector include Ubs, Raymond James and Associates, Global Retirement Partners LLC, Alerus Financial, N.a., Kestra Advisory Services LLC, Matrix Trust Company, Marquette and Associates, Pensionmark Financial Group LLC, Fidelity, and Cambridge Investment Research.
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