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 hospitals, elementary and secondary schools, colleges, universities, and professional schools, and grantmaking foundations with revenues ranging from $7.3 million to $269 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 | California Wellness Foundation | 501(c)(3) | Los Angeles, CA | ||
| 7 | Lakeside School | 501(c)(3) | Seattle, WA | ||
| 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 80 more Cambridge Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cambridge Associates in the nonprofit sector include Ubs, Global Retirement Partners LLC, Alerus Financial, N.a., Kestra Advisory Services LLC, Matrix Trust Company, Pensionmark Financial Group LLC, Fidelity, Marquette and Associates, Raymond James and Associates, and Dimeo Schneider.
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