CAMBRIDGE CONNECTION INC
CRD #112086 SEC #801-26096 BLOOMFIELD HILLS, MI 248-737-7090
SEC Registered
Total AUM
$320.4M
Discretionary
$320.4M
Employees
8
Clients
101
Accounts
1,847
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 5, 2017
- 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 |
|---|---|---|---|---|
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, CAROL, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LANDY, PAMELA, S. | I | VICE PRESIDENT | NA | Control |
| MOORE, JASON, MICHAEL | I | COMPLIANCE OFFICER | NA | |
| SCENGA, MELISSA, ROSE | I | VICE PRESIDENT | NA | Control |
| CAMBRIDGE CLIENT TRUST | DE | OWNER | E | Control |
| CAMBRIDGE CLIENT TRUST | DE | OWNER | E | Control |
| CAMBRIDGE CLIENT TRUST | DE | OWNER | E | Control |
| CAMBRIDGE CLIENT TRUST | DE | OWNER | E | Control |
| CAMBRIDGE CLIENT TRUST | DE | OWNER | E | Control |
| WHITEHEAD, BERT | I | PRESIDENT | E | Control |
| WHITEHEAD, BERT | I | PRESIDENT | E | Control |
| WHITEHEAD, BERT | I | PRESIDENT | E | Control |
| WHITEHEAD, BERT | I | PRESIDENT | E | Control |
| WHITEHEAD, BERT | I | PRESIDENT | E | Control |
| WHITEHEAD, BERT | I | PRESIDENT | E | Control |
| WHITEHEAD, BERT | I | PRESIDENT | E | Control |
| WHITEHEAD, BERT | I | PRESIDENT | E | Control |
| WHITEHEAD, BERT | I | PRESIDENT | E | Control |
| WHITEHEAD, BERT | I | PRESIDENT | E | Control |
| CAMBRIDGE ASSOCIATES TRUST | DE | OWNER | A | Control |
| CAMBRIDGE ASSOCIATES TRUST | DE | OWNER | A | Control |
| CAMBRIDGE ASSOCIATES TRUST | DE | OWNER | A | Control |
| CAMBRIDGE ASSOCIATES TRUST | DE | OWNER | A | Control |
| CAMBRIDGE ASSOCIATES TRUST | DE | OWNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| POKEMPNER, JOSHUA, H. | I | CAMBRIDGE CLIENT TRUST | F | Control |
| POKEMPNER, JOSHUA, H. | I | CAMBRIDGE CLIENT TRUST | F | Control |
| POKEMPNER, JOSHUA, H. | I | CAMBRIDGE CLIENT TRUST | F | Control |
| POWELL, NEIL, J. | I | CAMBRIDGE ASSOCIATES TRUST | F | Control |
| POWELL, NEIL, J. | I | CAMBRIDGE CLIENT TRUST | F | Control |
| POWELL, NEIL, J. | I | CAMBRIDGE ASSOCIATES TRUST | F | Control |
| POWELL, NEIL, J. | I | CAMBRIDGE CLIENT TRUST | F | Control |
| POWELL, NEIL, J. | I | CAMBRIDGE ASSOCIATES TRUST | F | Control |
| POWELL, NEIL, J. | I | CAMBRIDGE CLIENT TRUST | F | Control |
| WHITTY, GAIL, A. | I | CAMBRIDGE CLIENT TRUST | F | Control |
| WHITTY, GAIL, A. | I | CAMBRIDGE CLIENT TRUST | F | Control |
| WHITTY, GAIL, A. | I | CAMBRIDGE CLIENT TRUST | F | Control |
| POWELL, NEIL, J. | I | CAMBRIDGE ASSOCIATES TRUST | E | Control |
| POWELL, NEIL, J. | I | CAMBRIDGE ASSOCIATES TRUST | E | Control |
| POKEMPNER, JOSHUA, H. | I | CAMBRIDGE CLIENT TRUST | C | Control |
| POKEMPNER, JOSHUA, H. | I | CAMBRIDGE CLIENT TRUST | C | Control |
| POWELL, NEIL, J. | I | CAMBRIDGE CLIENT TRUST | C | Control |
| POWELL, NEIL, J. | I | CAMBRIDGE CLIENT TRUST | C | Control |
| WHITTY, GAIL, A. | I | CAMBRIDGE CLIENT TRUST | C | Control |
| WHITTY, GAIL, A. | I | CAMBRIDGE CLIENT TRUST | C | Control |
Registrations
Federal
IA
Jun 5, 2017 REGISTERED
Notice Filings (10)
AZ CA FL HI LA MD MI NC NV TX
Address
40950 WOODWARD AVESUITE 140
BLOOMFIELD HILLS, MI 48304
United States
Phone: 248-737-7090