Columbia Pacific Advisors, LLC

RIASEC RegisteredEst. 2007

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$121M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 142725
Registered since: January 10, 2007
Website: columbiapacific.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles99.99%
HNWI0.01%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Columbia Pacific Advisors, LLC is an SEC-registered LLC that has been operating since 2007 and is classified as a real estate fund and other fund provider. The firm serves an institutional client base while also providing portfolio management for individuals/small businesses and for pooled investment vehicles. It acts as sponsor, general partner and managing member for its pooled vehicles, indicating an active role in fund formation and operations rather than simply acting as a passive allocator. Fees are charged as a percentage of assets under management and include performance-based components. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities100%

Owners & executives

3 of 3

Cheryll Calaguio
Chief Compliance Officer & Associate General CounselCRD 6922698
Jamie Cobb
Chief Financial OfficerCRD 7673168
Alan Spragins
COO & General CounselCRD 5511431