Cambridge Investments, LLC (Jackson)

Cambridge Investments, LLC is an adviser based in Jackson. It manages $13.96 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015.

Cambridge Investments 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.

Cambridge Investments: assets under management

The assets under management (AUM) of Cambridge Investments, LLC is $13.96 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.96 million each.

Cambridge Investments has custody of $13.96 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cambridge Investments, LLC 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.

What kind of clients Cambridge Investments serves?

The only and largest group of clients of Cambridge Investments is pooled investment vehicles with 1 clients and $13.96 million of assets under management. Among the 1 most similar advisory firms, Cambridge Investments has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $13.96 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Cambridge Investments also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Cambridge Investments, LLC

The company employs 3 people that are either part- or full-time employees. 67 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Raymond Tozzi	Managing member cco ceo	1 Jan 2015	75% - 100%	448642

Based in Jackson

The principal office where Cambridge Investments, LLC performs its advisory services is located at 162 Pine Glades Drive, Jackson, WY 83001 The mailing address of the firm is Po Box 4741, Jackson, WY 83001 2006. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-264-1646 or by fax 307-264-1647. The normal business hours are 9-5 on Monday - Friday.