Cause IQ vendor profile

Cambridge Associates


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, Massachusetts, and New York (although they are present in other states as well).

Most Cambridge Associates clients are elementary and secondary schools, colleges, universities, and professional schools, hospitals, and grantmaking foundations with revenues ranging from $7.1 million to $211 million.

Previous legal names, trade names, or just variations of their name include: Cambridge Associates Capital Management.

Primary location:
Boston, MA
Clients in:
VA, MA, None, IL, NY, CA
Identified clients:
86
Avg client size:
$326 mil revenue
Median client size:
$31 mil revenue

Cambridge Associates client list

  Name Type Location
1 Battelle Memorial Institute 501(c)(3) Columbus, OH
2 Woods Hole Oceanographic Institution 501(c)(3) Woods Hole, MA
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 Lakeside School 501(c)(3) Seattle, WA
7 California Wellness Foundation 501(c)(3) Los Angeles, CA
8 Surdna Foundation 501(c)(3) New York, NY
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 76 more Cambridge Associates not-for-profit tax-exempt clients identified by Cause IQ

Cambridge Associates competitors

Competitors to Cambridge Associates in the nonprofit sector include Towers Watson, Fiduciary Investment Advisors, Northwestern Mutual Investment Serv, Minnesota Life Insurance Company, Raymond James Financial Services, Healthcare Community Securities Cor, Ameriprise Financial Services, Cambridge Investment Research Inc, Ubs Financial Services, Inc., and Benefit Plans Admin Services, Inc..

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