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 hospitals, elementary and secondary schools, colleges, universities, and professional schools, 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.

Primary location:
Boston, MA
Clients in:
MA, None, CA, VA, NY, IL
Identified clients:
83
Avg client size:
$328 mil revenue
Median client size:
$33 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 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

Cambridge Associates competitors

Competitors to Cambridge Associates in the nonprofit sector include RBC Wealth Management, Usi Advisors Inc, Sei Investments, Raymond James and Associates, Inc., M&T Bank, Bank Of New York Mellon, Pension Assurance LLP, Morgan Stanley Smith Barney LLC, Newport Trust Company, and Planpilot, LLC.

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