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| Columbia Management Investment Advisers LLC
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| CRD # | 108257 |
| SEC # | 801-25943 |
| CIK # | 0001233991 |
| AUM | 502.40 B (2026-05-28) |
| Employees | 914 (48% Investors, 30% Brokers) |
| Phone | 800-225-2365 |
| Address | 290 Congress Street Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Columbia Strategic Income Private Fund LLC | [2026-03-26] | 654.8 M | |
| Filed 2025-10-03 (D/A) · Exemption 506(b) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Columbia Solutions Catholic Values Intermediate Bond Private Fund LLC | [2024-03-27] | 41.9 M | 75.1 M |
| Filed 2025-10-03 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Multi-Manager Solutions US Large Cap Private Fund LLC | [2024-03-27] | 68.2 M | 145.0 M |
| Filed 2025-10-03 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Seligman Healthcare Spectrum Master Fund | [2024-03-27] | 10.0 M | 588.2 M |
| Filed 2025-10-03 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Columbia Emerging Markets Equity Private Master Fund | [2021-07-22] | 137.0 M | 98.4 M |
| Filed 2025-10-03 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Columbia Integrated Large Cap Core Private Fund LLC | [2020-03-30] | 92.7 M | |
| Filed 2025-10-03 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Columbia Integrated Large Cap Value Private Fund LLC | [2020-03-30] | 92.5 M | |
| Filed 2025-10-03 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Columbia Integrated Micro Cap Core Private Fund LLC | [2020-03-30] | 29.2 M | 14.3 M |
| Filed 2019-10-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Columbia Integrated Small and Mid Cap Private Fund LLC | [2019-03-29] | 238.0 M | 28.0 M |
| Filed 2022-09-29 (D/A) · Exemption 506(b), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Seligman Tech Spectrum Offshore Fund | [2018-02-21] | 619.0 M | 1,921.2 M |
| Filed 2025-10-03 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,045 | 1.0 |
| (b) Individuals (high net worth individuals) | 495 | 1.9 |
| (c) Banking or thrift institutions | 2 | 13.7 |
| (d) Investment companies | 186 | 315.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 173 | 43.0 |
| (g) Pension and profit sharing plans | 95 | 18.8 |
| (h) Charitable organizations | 72 | 1.3 |
| (i) State or municipal government entities | 15 | 2.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 54.7 |
| (l) Sovereign wealth funds and foreign official institutions | 9 | 13.2 |
| (m) Corporations or other businesses not listed above | 139 | 35.8 |
| (n) Other | 11 | 0.5 |
| Total | 8,288 | 502.4 |
| By Discretionary | ||
| Discretionary | 8,254 | 501.4 |
| Non-Discretionary | 34 | 1.0 |
| Total | 8,288 | 502.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 42.2 | |
| United States Persons | 460.2 | |
| Total | 8,288 | 502.4 |
| Limited Partners | 2011 - 2026 |
|---|---|
| Minnesota State Board of Investment |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Grant Jackson | Director | 175 | 39 | |
| David Litton | Director | 71 | 13 | |
| John Banks | Director, Executive Officer | 65 | 11 | |
| Bmo Asset Management Corp | Director | 12 | 6 | |
| Scott Plummer | Executive Officer | 19 | 4 | |
| Steven Arquilla | Director | 16 | 4 | |
| Michael Clarke | Executive Officer | 52 | 3 | |
| Amy Johnson | Director, Executive Officer | 35 | 3 | |
| Jeffrey Peters | Director, Executive Officer | 34 | 3 | |
| William Truscott | Director, Executive Officer | 20 | 3 | |
| Arthur Condron | Director | 19 | 3 | |
| Matthew Rich | Executive Officer | 19 | 3 | |
| Brian McGrane | Executive Officer | 17 | 3 | |
| Ctpfmm LLC | Executive Officer | 14 | 3 | |
| Christopher Keating | Director, Executive Officer | 11 | 3 | |
| Anthony Haugen | Executive Officer | 6 | 3 | |
| Brian Engelking | Executive Officer | 3 | 3 | |
| Hugh Moir | Director | 3 | 3 | |
| Columbia Management Investment Advisers LLC | Director, Executive Officer, Promoter | 22 | 2 | |
| Amy Hackbarth | Executive Officer | 21 | 2 | |
| Eric Brandt | Executive Officer | 16 | 2 | |
| Paul Goucher | Executive Officer | 7 | 2 | |
| Joe Bannister | Director | 5 | 2 | |
| Peter Gallus | Executive Officer | 4 | 2 | |
| Santos Joao | Director | 2 | 2 | |
| Pete Andrews | Director | 2 | 2 | |
| Advisory Capital Strategies Group Inc | Executive Officer | 5 | 1 | |
| Joao Santos | Director | 1 | 1 | |
| Ribeiro Fernando | Director | 1 | 1 | |
| Scott Plummber | Executive Officer | 1 | 1 | |
| Bmo Asset Management Corporation | Director | 1 | 1 | |
| Rogier van Harten | Director | 1 | 1 | |
| Grant Jaclson | Director | 1 | 1 | |
| Ernst Hagen | Director | 1 | 1 | |
| BMO Asset Management Corporation | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001233991] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $335.8B |
| Clients | 142 (3 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 6YVO3H2OUHJXER5SGR23 |
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