Cambridge Associates
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served56-4 YoYRank #358 of mapped providers
Assets under administration$73.8B0.1%Market share · rank #203
Fees received$23MMedian $122,343/planSum across Schedule C direct + indirect
Net wins YoY-45 won · 9 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Cambridge Associates plan look like?
Service mix · median fees per plan
Count of plans where Cambridge Associates ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Named fiduciary; Investment advisory (plan); Direct payment from the planCode 27 | 32 | $41,553 | |
Investment management; Investment management fees paid directly by planCode 28 | 9 | $259,000 | |
Direct payment from the plan; Investment management; Consulting (general)Code 16 | 6 | $93,204 | |
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 3 | $666,662 | |
ActuarialCode 11 | 2 | $760,750 | |
Investment advisory (plan); Consulting (pension)Code 17 | 2 | $299,353 | |
Custodial (other than securities); Investment management fees paid directly by planCode 18 | 1 | $473,067 | |
Investment management fees paid directly by planCode 51 | 1 | $636,684 |
Competitor overlap
Percent of Cambridge Associates's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Cambridge Associates.
| Sponsor | From | Assets |
|---|---|---|
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | Buck Global LLC | $2.5B |
UMASS MEMORIAL HEALTH CARE, INC.MA · 043358566-005 | Ryan Labs | $1.2B |
SIDLEY AUSTIN LLPIL · 364474078-004 | Harlow & Falk LLP | $435M |
TRINITY UNIVERSITYTX · 741109633-401 | TIAA | $376M |
Plans lost in 2024
Appeared last year under Cambridge Associates; not this year.
| Sponsor | To | Assets |
|---|---|---|
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | Townsend Holdings LLC | $769M |
UNIVERSITY OF MIAMIFL · 590624458-001 | Wellington Trust Company | $584M |
OCHSNER CLINIC FOUNDATIONLA · 720502505-001 | CAPTRUST | $447M |
NEW ORLEANS LOUISIANA SAINTS. LLCLA · 742368470-012 | Transamerica | $47M |
MINNESOTA VIKINGS FOOTBALL, LLCMN · 202310169-011 | Arthur J Gallagher & Co | $46M |
MIAMI DOLPHINS, LTD.FL · 591111924-011 | Gallacher Benefits Services Inc | $45M |
BUCCANEERS TEAM LLCFL · 650573539-012 | Empower | $35M |
ATI INC.PA · 251792394-200 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-001 | $10.2B | 75,644 | $196,876 | 10y | - |
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $671,488 | 10y | - |
EXELON CORPORATIONIL · 232990190-002 | $6.1B | 23,999 | $14,977 | 8y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $590,625 | 10y | - |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | $5.0B | 17,060 | $51,407 | 2y | - |
PEPSICO, INC.NY · 131584302-121 | $4.2B | 85,189 | $850,012 | 4y | - |
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | $3.2B | 52,611 | $2M | 7y | - |
AMERICAN INTERNATIONAL GROUP, INC.NY · 132592361-002 | $3.1B | 39,221 | $3M | 8y | - |
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | $2.5B | 38,699 | $15,628 | 1y | - |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-CA · 952892780-001 | $2.5B | 14,707 | $446,500 | 7y | - |
Flag exposure
73.2%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into Cambridge Associates.
- CAMBRIDGE ADVISORY GROUP
- CAMBRIDGE AND ASSOCIATES
- CAMBRIDGE ASSOC
- CAMBRIDGE ASSOC.
- CAMBRIDGE ASSOCAITES
- CAMBRIDGE ASSOCAITES, LLC
- CAMBRIDGE ASSOCIATES
- CAMBRIDGE ASSOCIATES LLC
- CAMBRIDGE ASSOCIATES LTD
- CAMBRIDGE ASSOCIATES, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Cambridge Associates's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 10.71% | 1.71% | +9.00 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Cambridge Associates. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Cambridge Associates's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Seyfarth Shaw LLP | 3 | 5.4% |
| Bush Gottlieb | 2 | 3.6% |
| Covington & Burling LLP | 2 | 3.6% |
| Gimbel Abrams & Singer | 2 | 3.6% |
| Groom Law Group, Chartered | 2 | 3.6% |
| Kilpatrick Townsend & Stockton LLP | 2 | 3.6% |
| Lubin & Enoch, P.C. | 2 | 3.6% |
| Morgan Lewis & Bockius LLP | 2 | 3.6% |
| Proskauer Rose LLP | 2 | 3.6% |
| Thompson Coburn | 2 | 3.6% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).