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 hospitals, elementary and secondary schools, colleges, universities, and professional schools, direct life, health, and medical insurance carriers, scientific research and development services, museums, historical sites, and similar institutions, and grantmaking foundations with revenues ranging from $10 million to $237 million.
Previous legal names, trade names, or just variations of their name include: Cambridge Associates Capital Management.
| 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 | Surdna Foundation | 501(c)(3) | New York, NY | ||
| 6 | Grantham Foundation for the Protection of the Environment | 501(c)(3) | Boston, MA | ||
| 7 | Richard L Duchossois Memorial Foundation | 501(c)(3) | Chicago, IL | ||
| 8 | Saint Bernards School (SBS) | 501(c)(3) | New York, NY | ||
| 9 | Public Welfare Foundation | 501(c)(3) | Washington, DC | ||
| 10 | Weingart Foundation | 501(c)(3) | Los Angeles, CA | ||
| ... | and 73 more Cambridge Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cambridge Associates in the nonprofit sector include Fidelity, Kestra Advisory Services LLC, Amalgamated Bank Of Chicago, Alerus Financial, N.a., Pensionmark Financial Group LLC, Merrill Lynch, Principal, Matrix Trust Company, Marquette and Associates, and Leafhouse Financial Advisors, LLC.
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