COLUMBIA PACIFIC ADVISORS, LLC

RIASEC RegisteredEst. 2007

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$123M

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 investment adviser organized as an LLC and active since 2007. The firm operates primarily as a fund sponsor and manager, with an organizational classification centered on real estate funds and other pooled vehicles. Columbia Pacific serves institutional clients and also provides portfolio management for individuals/small businesses and for pooled investment vehicles. It frequently acts as sponsor, general partner and managing member of the pooled vehicles it advises. The firm’s fee arrangements include both a percentage-of-AUM component and performance-based fees. Per its regulatory filings, Columbia Pacific is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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