CAMBRIDGE CAPITAL MANAGEMENT, LLC
Adviser information for CAMBRIDGE CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 901 | $292.1M |
| Non-Discretionary | 31 | $33.0M |
| Total | 932 | $325.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 255 | $73.8M |
| HNW Individuals | 83 | $227.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $20.4M |
| Charitable organizations | <5 | $3.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 10 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-80162 |
|---|---|
| SEC ERA File Number | 801-80162 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 110932 |
| Legal Entity Identifier | None |
Principal Office
781 SUNSET BLVDSUITE 100
O'FALLON
IL
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 618-206-3262, Fax: 618-589-8989
Chief Compliance Officer
NATHANIEL W KLITZING
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
781 SUNSET BLVD
SUITE 100
O'FALLON
IL
United States
Tel:
618-206-3262
Fax:
618-589-8989
N********@************M
(Full email address available in API data)
Regulatory Contact
LORI NEIDEL
OUTSIDE COMPLIANCE PROVIDER
910 E. BROADWAY
#209
COLUMBIA
MO
United States
Tel:
573-416-8076
L***@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KLITZING, NATHANIEL, WILLIAM | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 01/2011 | > 75% |