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| Happy Holidays!! thanks for using AUM13F!! |
| Columbia Capital Management LLC
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| CRD # | 112773 |
| SEC # | 801-55499 |
| CIK # | 0001608033, 0001571042 |
| AUM | $1.9 B (2025-03-14) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 913-248-8500 |
| Address | 6700 Antioch Merriam, KS 66204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 10.2 | ||
| Halliburton Co | 3.9 | ||
| GoPro Inc | 3.2 | ||
| Microsoft Corp | 3.1 | ||
| Constellation Brands Inc | 1.8 | ||
| Palo Alto Networks Inc | 1.4 | ||
| Tucows Inc /PA/ | 1.1 | ||
| CVS Caremark Corp | 1.1 | ||
| New Jersey Resources Corp | 1.1 | ||
| Ameris Bancorp | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 21 | 1,828.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 50.3 |
| (n) Other | 2 | 57.2 |
| Total | 102 | 1,936.1 |
| By Discretionary | ||
| Discretionary | 102 | 1,936.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 102 | 1,936.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,936.1 | |
| Total | 102 | 1,936.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001571042] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Columbia Capital Management LLC
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|
KS | 1.9 |
|
CCM New Opportunities LLC
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|
KS | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Piper Sandler & Co
✚
|
MN | 2.0 |
|
Red Cedar Investment Management LLC
✚
|
MI | 2.0 |
|
Lawley Retirement Advisors LLC
✚
|
NY | 2.0 |
|
New England Retirement Consultants LLC
✚
|
MA | 1.9 |
|
Saratoga Investment Advisors LLC
✚
|
NY | 1.9 |
|
GE Vernova Investment Advisers LLC
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|
CT | 1.9 |
|
Kensington Asset Management LLC
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|
TX | 1.9 |
|
CION Investment Management LLC
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|
NY | 1.9 |
|
Phoenix Asset Management Partners Limited
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|
1.9 | |
|
Commonwealth Credit Advisors LLC
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|
FL | 1.9 |