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.
| 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 | ||||
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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