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CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
/01
Ownership & control
No ownership or control links resolved yet
An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.
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WHAT YOU CAN SEEFREE
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- Identity, address & registry profile
- Sanctions & watchlist detail
- Direct connections (1 hop)
- Community notes
BEHIND THE GLASS2
- Linked vessels & aircraftPREMIUM
- Full export (PDF + un-redacted JSON) & change alertsPREMIUM
/02
Assets held
48 assetsPREMIUM
48 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.
/03
People & control
39 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- ISHARES 7-10 YEAR TREASURY BOND ETFAlso holds roles at 39 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES CORE MSCI EAFE ETFAlso holds roles at 28 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- ISHARES CORE MSCI EMERGING MARKETS ETFAlso holds roles at 27 other companies
- Regis Acquisition Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- ISHARES CORE S&P SMALL CAP ETFAlso holds roles at 29 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES CORE U.S. AGGREGATE BOND ETFAlso holds roles at 29 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES CORE U.S. REIT ETFAlso holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- ISHARES GOLD TRUSTAlso holds roles at 18 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES INCAlso holds roles at 4 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- CITIGROUP INC13F holder
- ISHARES MSCI ACWI ETFAlso holds roles at 14 other companies
- Belmont Capital, LLC13F holder
- MINOT CAPITAL, LP13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES RUSSELL 1000 VALUE ETFAlso holds roles at 23 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
- ISHARES RUSSELL 2000 ETFAlso holds roles at 35 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES TIPS BOND ETFAlso holds roles at 25 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES TRAlso holds roles at 49 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES U.S. TREASURY BOND ETFAlso holds roles at 13 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Continuum Advisory, LLC13F holder
- SCHWAB INTERMEDIATE-TERM US TREASURY ETFAlso holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- WNY Asset Management, LLC13F holder
- SCHWAB SHORT-TERM US TREASURY ETFAlso holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- CITIGROUP INC13F holder
- SPDR GOLD SHARESAlso holds roles at 39 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR INDEX SHS FDSAlso holds roles at 4 other companies
- Regis Acquisition Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- CITIGROUP INC13F holder
- SPDR S&P 500 ETF TRUSTAlso holds roles at 59 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- VANECK ETF TRUSTAlso holds roles at 14 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- VANGUARD ADMIRAL FDS INCAlso holds roles at 9 other companies
- Moss Adams Wealth Advisors LLC13F holder
- WNY Asset Management, LLC13F holder
- Continuum Advisory, LLC13F holder
- VANGUARD ESG INTERNATIONAL STOCK ETFAlso holds roles at 5 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- HEADINVEST, LLC13F holder
- VANGUARD FTSE DEVELOPED MARKETS ETFAlso holds roles at 36 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD FTSE EMERGING MARKETS ETFAlso holds roles at 34 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- VANGUARD GROWTH ETFAlso holds roles at 37 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
- VANGUARD INDEX FDSAlso holds roles at 30 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- VANGUARD RUSSELL 1000 GROWTH ETFAlso holds roles at 13 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD S&P 500 ETFAlso holds roles at 43 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- VANGUARD SCOTTSDALE FDSAlso holds roles at 22 other companies
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- VANGUARD GROUP INC13F holder
- VANGUARD SCOTTSDALE FDS LONG TAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- VANGUARD SHORT-TERM BOND ETFAlso holds roles at 21 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD SHORT-TERM CORPORATE BOND ETFAlso holds roles at 19 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD ST INFLATION PROTECTED ETFAlso holds roles at 18 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- WNY Asset Management, LLC13F holder
- VANGUARD TOTAL BOND MARKET ETFAlso holds roles at 29 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD TOTAL STOCK MARKET ETFAlso holds roles at 44 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD TOTAL WORLD STOCK ETFAlso holds roles at 16 other companies
- Belmont Capital, LLC13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- Regis Acquisition Inc.13F holder
- VANGUARD VALUE ETFAlso holds roles at 30 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD WORLD FDAlso holds roles at 12 other companies
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD WORLD FDSAlso holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
39 parties · 0 current. Ceased and resigned records are retained as history.