Cambridge Square Capital, LP is a large advisory firm based in Boston. It manages $1.29 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Massachusetts.
Cambridge Square Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cambridge Square Capital, LP is $1.29 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 409% since the beginning of its operation, and $1.14 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cambridge Square Capital, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Cambridge Square Capital is pooled investment vehicles with 3 clients and $880.93 million of assets under management. Among the 8 most similar advisory firms, Cambridge Square Capital has the 4th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $880.93 million for 3 clients. 75% of the firm’s clients are foreign persons or businesses.
Cambridge Square Capital also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 14 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Cambridge Square Ee Holdings Lp joined the executive team most recently as the Limited Partner.
The principal office where Cambridge Square Capital, LP performs its advisory services is located at One Boston Place, Boston, MA 02108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 857-400-9914. The normal business hours are 9 am - 5 pm on Monday - Friday.