COLUMBIA CAPITAL

RIASEC RegisteredEst. 2022
Total AUM
$9.1B
Discretionary
$9.1B
100% of AUM
Avg account
$337M
Accounts
27
Employees
23
Advisory reps
4

Firm details

Headquarters
ALEXANDRIA, Virginia
CRD number
159616
Registered since
August 9, 2022
Website
colcap.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Columbia Capital operates as a limited partnership that registers with the SEC (2022) and positions itself as a multifunctional manager focused on pooled investment vehicles. It structures and manages private funds across venture capital, real estate and private equity strategies and serves as sponsor, general partner and managing member of those pooled vehicles. Its client base is institutional; ownership is held by domestic entities and individuals. The firm’s advisory work is centered on portfolio management for pooled investment vehicles rather than providing bespoke wealth management or acting as a multi-state retail adviser. Fee arrangements combine a percentage-of-assets component with performance-based fees. Columbia Capital does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Benjamin Lewis

    Chief Financial OfficerCRD 6878624

  • JASON LEE

    Chief Financial OfficerCRD 7782237

Contacts

2 of 2
  • JOHN SIEGEL

    PartnerCRD 2075588

  • JAMES FLEMING

    PartnerCRD 6006787

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ALEXANDRIA, VA

ALEXANDRIA CITY

Location

ALEXANDRIA, VA

Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ALEXANDRIA CITY
Address
204 S Union St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth