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| Column Capital Advisors LLC
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| |
|---|---|
| CRD # | 135118 |
| SEC # | 801-64213 |
| CIK # | 0001552564 |
| AUM | $1.3 BB (2023-11-01) |
| Employees | 22 (100% Investors, 0% Brokers) |
| Phone | 317-663-6500 |
| Address | 9100 Keystone Crossing Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 55.5 |
| (b) Individuals (high net worth individuals) | 242 | 1,054.4 |
| (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 | 8.5 |
| (h) Charitable organizations | 9 | 11.5 |
| (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 | 6 | 4.8 |
| (n) Other | 63 | 124.3 |
| Total | 1,634 | 1,259.0 |
| By Discretionary | ||
| Discretionary | 1,602 | 1,206.3 |
| Non-Discretionary | 32 | 52.7 |
| Total | 1,634 | 1,259.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 1,257.5 | |
| Total | 1,634 | 1,259.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001552564] |
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