Cambridge Place Collateral Management LLC (Concord)

Cambridge Place Collateral Management LLC is an adviser based in Concord. It manages $10 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.

Cambridge Place Collateral Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and collateral management of cdo and valuation. 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 Place Collateral Management: assets under management

The assets under management (AUM) of Cambridge Place Collateral Management LLC is $10 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cambridge Place Collateral Management LLC for their services and products based on a percentage of assets under management. 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.

Careers at Cambridge Place Collateral Management LLC

Robert Michael Kramer has been acting as President since 1 May 2006. Mary Toumpas joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Michael Kramer	President	1 May 2006	Other	1276980
Cambridge Place Partners (Us) Llc	Owner	1 May 2006	75% - 100%	33-1107051
Allison R Beakley	Chief compliance officer and secretary	1 Jan 2012	Other	5620067
Mary Toumpas	Chief compliance officer	1 Feb 2015	Other	343341

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rothschild Trust Guernsey Limited	Trustee	1 Feb 1998	Other	foreign
Henley Partners Limited	Owner	1 Aug 2003	50% - 75%	foreign
Aston Partners Limited	General partner	1 Aug 2003	Other	foreign
Cambridge Place Limited	Owner	1 Mar 2004	75% - 100%	foreign
Cambridge Place Partners Lp	Owner	1 Dec 2006	75% - 100%	foreign
Cambridge Place Investment Management Inc	Owner	1 Nov 2007	75% - 100%	28-2671138
Victoria Trust	Owner	1 Apr 2008	75% - 100%	foreign
Shiplake Partners Limited	Owner	1 Apr 2008	75% - 100%	foreign
Cambridge Place Holdings (Uk) Limited	Owner	1 Aug 2009	75% - 100%	foreign
Equiom (Isle Of Man) Limited	Trustee	1 May 2013	Other	foreign

Based in Concord

The principal office where Cambridge Place Collateral Management LLC performs its advisory services is located at 300 Baker Avenue, Concord, MA 01742, 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 978-405-3355 or by fax 978-405-3301. The normal business hours are 9-5 on Monday - Friday.