Fees and Compensation — Form ADV Part 2A (3/31/2019)
[Brochure]
ITEM 5 - FEES AND COMPENSATION
Columbia Partners no longer has any client accounts and, therefore, does not receive any fees or
compensation from client accounts. Columbia Partners receives revenue streams from the
various independent investment advisers to whom it sold its advisory businesses as payment for
the purchases of those businesses.
Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2019)
[Brochure]
ITEM 7 - TYPES OF CLIENTS
Currently, Columbia Partners does not have any client accounts.
Filed 2014-03-06 (D/A) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Finder's Fee $26,213 · Net Assets Decline to Disclose
Filed 2014-03-06 (D/A) · Exemption 506(b) · Minimum $300,000 · Remaining Indefinite · Duration More than one year · Finder's Fee $194,704 · Net Assets Decline to Disclose
AUM Breakdown
Accounts
AUM ($B)
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
0
0.0
(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