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

Most Cambridge Associates clients are colleges, universities, and professional schools, hospitals, elementary and secondary schools, and grantmaking foundations with revenues ranging from $10 million to $234 million.

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

Primary location:
Boston, MA
Clients in:
IL, None, CA, MA, VA, NY
Identified clients:
87
Avg client size:
$323 mil revenue
Median client size:
$36 mil revenue

Cambridge Associates client list

  Name Type Location
1 Woods Hole Oceanographic Institution 501(c)(3) Woods Hole, MA
2 Silicon Valley Community Foundation (SVCF) 501(c)(3) Mountain View, CA
3 Orange County Community Foundation (OCCF) 501(c)(3) Irvine, CA
4 Loyola University Chicago (LUC) 501(c)(3) Chicago, IL
5 Grantham Foundation for the Protection of the Environment 501(c)(3) Boston, MA
6 Surdna Foundation 501(c)(3) New York, NY
7 Richard L Duchossois Memorial Foundation 501(c)(3) Chicago, IL
8 Public Welfare Foundation 501(c)(3) Washington, DC
9 Saint Bernards School (SBS) 501(c)(3) New York, NY
10 Weingart Foundation 501(c)(3) Los Angeles, CA
... and 77 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 Alerus Financial, N.a., Fidelity, Marquette and Associates, Merrill Lynch, Matrix Trust Company, Principal, Ubs, Amalgamated Bank Of Chicago, Raymond James and Associates, and Leafhouse Financial Advisors, LLC.

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