Centre Street Cambridge Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,100,000
Clients
7
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$1,300,000
About
Centre Street Cambridge Corporation provides discretionary management of long-term investment portfolios primarily for individual clients and states it is available to serve trusts, pension plans, and endowments, though its relationships have historically been with individuals. The firm works with each client to design an appropriate portfolio structure and welcomes client input, including lists of issuers to avoid.
The firm’s investment approach is long-term and value-oriented, centered on fundamental research and business valuation rather than market timing, with an emphasis on low turnover. Equities are selected after analysis of a company’s intrinsic worth, while fixed-income positions are used selectively and managed with a laddered maturity structure to address income and risk needs.
Noteworthy features include a quarterly newsletter, Commentary, which is sent with account statements and used as part of its client communications — a practice that is relatively uncommon among independent firms. The adviser also discloses regularly investing personal and family funds alongside clients and expresses willingness to manage institutional-type accounts even though its client base has historically been individual investors.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $1,000,000: 1.0% Above $1,000,000 - $3,000,000: 0.8% Above $3,000,000 - $5,000,000: 0.6% Above $5,000,000+: 0.5%
$100 per hour
Fee-only: Hourly rate of $100 per hour occasionally offered
Main office location
Centre Street Cambridge Corporation
Cambridge MA, United States
Number of offices
1
Most active in
Centre Street Cambridge Corporation has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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