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.
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 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.
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.
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.