Centre Street Cambridge Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Cambridge MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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