Columbia Private Markets

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Spokane, Washington
CRD number
335301
Registered since
July 13, 2026

Firm profile

FINTRX

Overview

Columbia Private Markets is organized as a limited liability company and is registered with the SEC in 2026. Ownership is reported as a mix of a domestic entity and an individual. The firm is listed as "unclassified" rather than fitting a standard adviser category and is not described as a capital allocator. Regulatory and operational attributes in the record indicate the firm does not position itself as an active ESG investor, does not operate as a multi-state adviser, is not identified as a newly formed adviser, and is not documented as a pension consultant or as a related adviser.

Assets & Accounts

Location & Offices

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

Owners & executives

2 of 2
  • Paul Felsch

    Paul Felsch

    Chief Compliance OfficerCRD 5811362

  • Kimberly Smith

    Kimberly Smith

    COO and PartnerCRD 7142249

Contacts

1 of 1
  • Steven Larsen

    Steven Larsen

    FounderCRD 4638715

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Spokane, WA

Spokane

Location

Spokane, WA

Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.

Metro area
Spokane-Spokane Valley-Coeur d'Alene, WA-ID
Region
West
County
Spokane
Address
6501 N Cedar Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth