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 elementary and secondary schools, colleges, universities, and professional schools, hospitals, and grantmaking foundations with revenues ranging from $7.8 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:
$327 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 Kestra Advisory Services LLC, Alerus Financial, N.a., Pensionmark Financial Group LLC, Leafhouse Financial Advisors, LLC, Global Retirement Partners LLC, Marquette and Associates, Matrix Trust Company, Principal, Raymond James and Associates, and Ubs.

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