Columbia Management Investment Advisers, LLC

RIASEC Registered

Total AUM

$502B

Discretionary

$501B

100% of AUM

Avg account

$60.6M

Accounts

8,288

Employees

914

Advisory reps

210

Firm details

Headquarters: Boston, Massachusetts
CRD number: 108257
Registered since: December 20, 1985
Website: www.columbiathreadneedle.com
Custodians: J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY, BANK OF AMERICA
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies62.86%
Insurance Companies10.89%
Pooled Investment Vehicles8.56%
Corporations / Businesses7.12%
Pension & Profit Sharing Plans3.74%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Columbia Management Investment Advisers, LLC is an SEC-registered investment adviser organized as an LLC and active since the mid-1980s. The firm operates as a multifaceted fund manager that runs and sponsors pooled vehicles (including hedge and securitized-asset strategies) and provides portfolio management across client types—individuals, families, pooled investment vehicles and institutional accounts. Its business activities include CPO/CTA functions and selection of sub‑advisers, and it maintains industry relationships with broker‑dealers, banks, trust companies and other sponsor/sponsor-GP roles. Fee arrangements vary by mandate and include percentage-of-AUM, fixed fees and performance-based fees. The firm is identified as an active ESG investor.