Columbia Capital

RIASEC RegisteredEst. 2022
Total AUM
$13.8B
Discretionary
$13.8B
100% of AUM
Avg account
$446M
Accounts
31
Employees
54
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 is a limited liability company that operates as a manager of pooled investment vehicles across venture capital, real estate and private equity strategies. The firm is registered with the SEC (since 2022) and serves an institutional client base. Its primary role is as a sponsor and general partner/managing member of pooled funds rather than as a pure capital allocator to separate accounts. Advisory activities are focused on portfolio management for pooled investment vehicles. Fee arrangements combine a percentage-of-assets structure with performance-based fees. Columbia Capital is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Benjamin Lewis

    Benjamin Lewis

    Chief Financial OfficerCRD 6878624

  • Jason Lee

    Jason Lee

    Chief Financial OfficerCRD 7782237

Contacts

2 of 2
  • James Fleming

    James Fleming

    PartnerCRD 6006787

  • John Siegel

    John Siegel

    PartnerCRD 2075588

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