COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
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
FINTRXOverview
Columbia Management Investment Advisers, LLC is an SEC-registered investment adviser organized as an LLC and operating since the 1980s. The firm functions across several product and strategy lines — its classification in source data includes hedge funds, securitized asset funds and other fund vehicles — and it operates as a multi-faceted fund manager rather than a single-strategy boutique. Its client mix spans individuals and families as well as institutional investors, and its advisory scope covers discretionary portfolio management for individuals, pooled vehicles, investment companies and institutions, plus selection of sub-advisers. The firm reports a mix of fee arrangements (percentage of AUM, fixed fees and performance-based fees) and undertakes business activities that include CPO/CTA functions. Columbia Management is identified as an active ESG investor and as a related adviser within a larger organizational structure. Its industry affiliations extend into broker-dealer relationships, banking and trust institutions, insurance and real estate sponsor roles, and it acts as sponsor/GP or managing member for pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities31%
- US Government Bonds18%
- Other15%
- Investment Grade Corp Bonds11%
- Non-Investment Grade Corp Bonds9%
Owners & executives
3 of 3BRIAN ENGELKING
Vice President and Chief Financial OfficerCRD 4219446
LEE FARIA
Chief Compliance Officer & Vice PresidentCRD 5776595
WILLIAM TRUSCOTT
Chief Executive OfficerCRD 2416857
Contacts
3 of 204Patricia Scanlan
Registered RepresentativeCRD 7982740
Steve Fernandes
Internal Division ManagerCRD 2768818
Keith Langan
Regional Vice PresidentCRD 4933994
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 290 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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