Columbia Private Markets
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 335301
- Registered since
- October 3, 2025
Firm profile
FINTRXOverview
Columbia Private Markets is organized as a limited liability company and is shown as SEC-registered in 2025. Ownership is recorded as a mix of a domestic entity and an individual. The firm's classification is listed as unclassified in the snapshot, and several operational flags are negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and is not listed as a related adviser. The available record provides administrative and registry details but does not specify the firm's advisory mandate, target client segments, fee arrangements, or specific investment strategies. "Newly Formed Adviser" is flagged No despite the SEC registration year entry, suggesting the firm's legal formation or prior activity may predate the 2025 registration or that the dataset contains partial registration timing details. Because public-facing fields in the snapshot do not describe portfolio construction, asset classes used, or client services, the firm's investment approach and service offering cannot be inferred from this dataset alone. Firms evaluating or referring business to Columbia Private Markets should plan to request direct documentation on strategies, fees, client types, and any roster of permitted investments before engagement.
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
Owners & executives
2 of 2
Paul Felsch
Chief Compliance OfficerCRD 5811362

Kimberly Smith
COO and PartnerCRD 7142249
Contacts
3 of 3Ronald Dixon
Registered Financial AdvisorCRD 6145081

Steven Larsen
FounderCRD 4638715

Daniel Bennett
Regional DirectorCRD 6386277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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