CAMBRIDGE FINANCIAL SERVICES, INC.
Legal name: CAMBRIDGE FINANCIAL SERVICES INC
CRD #105712 SEC #801-29605 GREENWICH, CT 203-869-0033
SEC Registered
Total AUM
$2.7B
Discretionary
$319.6M
Employees
6
Clients
0
Accounts
20
Firm Details
- Organization Type
- Corporation
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| BARBIERI, MARIA, ELENA | I | VICE PRESIDENT | NA | Control |
| LIEBRE, ASHLEY, ANNE | I | VICE PRESIDENT | NA | Control |
| LIEBRE, COLLEEN | I | VICE PRESIDENT | NA | Control |
| MURPHY, MELISSA, LIEBRE | I | VICE PRESIDENT | NA | Control |
| SCOTT, JOHN, C | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SCOTT, JOHN, C | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SCOTT, JOHN, C | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SCOTT, JOHN, C | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SCOTT, JOHN, C | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SHAER, ELLEN, RUTH | I | VICE PRESIDENT | NA | Control |
| ELK ENTERPRISES, LLP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LLP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LLP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LLP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LTP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LTP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LTP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LTP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LTP | DE | OWNER | E | Control |
| ELK ENTERPRISES, LTP | DE | OWNER | E | Control |
| LIEBRE, COLLEEN | I | OWNER | C | |
| LIEBRE, COLLEEN | I | OWNER | C | |
| LIEBRE, COLLEEN | I | OWNER | C | |
| LIEBRE, ERNEST, ALBERT | I | CHIEF COMPLIANCE OFFICER | A | Control |
| LIEBRE, ERNEST, ALBERT | I | CHIEF COMPLIANCE OFFICER | A | Control |
| LIEBRE, ERNEST, ALBERT | I | CHIEF COMPLIANCE OFFICER | A | Control |
| LIEBRE, ERNEST, ALBERT | I | CHIEF COMPLIANCE OFFICER | A | Control |
| LIEBRE, ERNEST, ALBERT | I | CHIEF COMPLIANCE OFFICER | A | Control |
| LIEBRE, ERNEST, ALBERT | I | CHIEF COMPLIANCE OFFICER | A | Control |
| LIEBRE, ERNEST, ALBERT | I | PRESIDENT | A | Control |
| LIEBRE, ERNEST, ALBERT | I | PRESIDENT | A | Control |
| LIEBRE, ERNEST, ALBERT | I | PRESIDENT | A | Control |
| LIEBRE, ERNEST, ALBERT | I | CHIEF COMPLIANCE OFFICER | A | Control |
| LIEBRE, ERNEST, ALBERT | I | PRESIDENT | A | Control |
| LIEBRE, ERNEST, ALBERT | I | PRESIDENT | A | Control |
| LIEBRE, ERNEST, ALBERT | I | PRESIDENT | A | Control |
| LIEBRE, ERNEST, ALBERT | I | PRESIDENT | A | Control |
| LIEBRE, ERNEST, ALBERT | I | CHIEF COMPLIANCE OFFICER | A | Control |
| LIEBRE, ERNEST, ALBERT | I | CHIEF COMPLIANCE OFFICER | A | Control |
| LIEBRE, ERNEST, ALBERT | I | CHIEF COMPLIANCE OFFICER | A | Control |
| LIEBRE, ERNEST, ALBERT | I | CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ELK ENTERPRISE HOLDINGS LLC | DE | ELK ENTERPRISES LIMITED PARTNERSHIP | F | Control |
| ELK ENTERPRISE HOLDINGS LLC | DE | ELK ENTERPRISES LIMITED PARTNERSHIP | F | Control |
| ELK ENTERPRISE HOLDINGS LLC | DE | ELK ENTERPRISES LIMITED PARTNERSHIP | F | Control |
| ELK ENTERPRISE HOLDINGS LLC | DE | ELK ENTERPRISES LIMITED PARTNERSHIP | F | Control |
| LIEBRE, ERNEST, ALBERT | I | ELK ENTERPRISES HOLDINGS LLC | F | Control |
| LIEBRE, ERNEST, ALBERT | I | ELK ENTERPRISES HOLDINGS LLC | F | Control |
| LIEBRE, ERNEST, ALBERT | I | ELK ENTERPRISES HOLDINGS LLC | F | Control |
| LIEBRE, ERNEST, ALBERT | I | ELK ENTERPRISES HOLDINGS LLC | F | Control |
| LIEBRE, ERNEST, ALBERT | I | ELK ENTERPRISES HOLDINGS LLC | F | Control |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES, LLP | C | |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES, LLP | C | |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES, LP | C | |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES LIMITED PARTNERSHIP | C | |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES, LP | C | |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES, LP | C | |
| LIEBRE, ASHLEY, ANNE | I | CAMBRIDGE FINANCIAL SERVICES, INC. | C | |
| LIEBRE, ASHLEY, ANNE | I | CAMBRIDGE FINANCIAL SERVICES, INC. | C | |
| LIEBRE, ASHLEY, ANNE | I | CAMBRIDGE FINANCIAL SERVICES, INC. | C | |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES, LLP | C | |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES, LLP | C | |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES, LLP | C | |
| LIEBRE, ASHLEY, ANNE | I | CAMBRIDGE FINANCIAL SERVICES, INC. | C | |
| LIEBRE, ASHLEY, ANNE | I | CAMBRIDGE FINANCIAL SERVICES, INC. | C | |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES LIMITED PARTNERSHIP | C | |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES LIMITED PARTNERSHIP | C | |
| LIEBRE, ASHLEY, ANNE | I | ELK ENTERPRISES LIMITED PARTNERSHIP | C | |
| LIEBRE, COLLEEN | I | ELK ENTERPRISE LIMITED PARTNERSHIP | C | |
| LIEBRE, COLLEEN | I | ELK ENTERPRISE LIMITED PARTNERSHIP | C | |
| LIEBRE, COLLEEN | I | ELK ENTERPRISE LIMITED PARTNERSHIP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LLP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LLP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES LIMITED PARTNERSHIP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LTP | C | Control |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LTP | C | Control |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LTP | C | Control |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LLP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LLP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LLP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LTP | C | Control |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES, LTP | C | Control |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES LIMITED PARTNERSHIP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES LIMITED PARTNERSHIP | C | |
| MURPHY, MELISSA, LIEBRE | I | ELK ENTERPRISES LIMITED PARTNERSHIP | C |
Registrations
Federal
IA
Mar 11, 2013 REGISTERED
Notice Filings (11)
AL AZ CA CT DC FL NC NJ NY TX VA
Address
83 MASON STGREENWICH, CT 06830-5502
United States
Phone: 203-869-0033