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 $8.8 million to $239 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 | Grantham Foundation for the Protection of the Environment | 501(c)(3) | Boston, MA | ||
| 10 | Weingart Foundation | 501(c)(3) | Los Angeles, CA | ||
| ... | and 76 more Cambridge Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cambridge Associates in the nonprofit sector include Global Retirement Partners LLC, Merrill Lynch, Matrix Trust Company, Fidelity, Alerus Financial, N.a., Principal, Raymond James and Associates, Kestra Advisory Services LLC, Ubs, and Pensionmark Financial Group LLC.
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