firm ownership
Ownership Structure
The ownership structure breakdown: owned 11 Jim Bailey 17% shareholder
detail
about ca
Co-founder of Cambridge Associates
the client experience
CA Partners 12
13%
Ownership stake continues to grow as equity is granted on an ongoing basis to senior leaders
As an independent, privately held firm, we can invest for the long term with the goal of how to best serve our clients as the guiding touchstone. Specifically, Cambridge Associates is 31% owned by current and former senior employees and 69% by client investors, two of which have been owners for more than two decades. In an age where more and more firms are being acquired, we take great pride in our independence and believe that the structure underscores our commitment to our clients’ best interests.
ca events
Sofina S.A. (Boel Family)
47% 22%
Longstanding client
investment research
Other Client Investors
Includes 12 other clients investors. No individual shareholder holds more than 10%.
our colleagues
New York
Bridget and John Macaskill
Gundlach Family and Trusts
New York
31% current & former employees 69% client investors
firm ownership
Hall Family
Missouri
notes
Inasmuch Foundation
Oklahoma
Julie and Sebastien Lepinard Family Luxembourg
Rothschild Family
United Kingdom
Sutton Place
Nevada
Additional client investors include a pioneering family office in Mainland China and four confidential clients.
28 cambridge associates year in review 2024–25
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