Form D · Investing

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

Boston, MA · CIK 0000733986

Offering snapshot reported Nov 13, 2018 · SEC filing

Reported sold
$460M
Offering amount: $463M
Investors reported
16
Form D · investor count
Minimum accepted
$8.25K
Reported outside-investor minimum
First sale
Aug 31, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$230M$460MSep 14, 2018: $298,493,250.00Sep 14, 2018Nov 13, 2018: $459,500,250.00Nov 13, 2018

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$298,493,250 → $459,500,250
  • Reported investors8 → 16

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 13, 2018Amendment$459,500,250$161,007,000vs Sep 14, 201816SEC filing
Sep 14, 2018Initial$298,493,250No comparison8SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$4.6M (estimated)
Form D file number
021-321439

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Broadhaven Securities LLC157804

Source: Form D, filed Nov 13, 2018. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
James Bailey Director
Xavier Coirbay Director
David Druley Director, Executive
Bridget Macaskill Director
John Mac Donald Director
Susan Sieker Director, Executive
Philip Walton Director, Executive
Scott Zoltowski Executive

Issuer details

Industry: Investing (See others in industry)

Address:
125 High Street
Boston, MA, 02110