Columbia Private Markets

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Spokane, Washington
CRD number
335301
Registered since
July 29, 2026

Firm profile

FINTRX

Overview

Columbia Private Markets is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser as of 2026. The firm is listed with mixed ownership attributes—both a domestic entity and an individual are noted as owners—and its internal classification is recorded as unclassified. Available data indicate the adviser does not identify as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state adviser, pension consultant, or related adviser. FINTRX does not supply descriptive details about the firm's advisory activities, investment mandates, client segments, or product lineup. That absence of operational detail suggests the firm either has a low public profile, has not yet begun meaningful advisory activity, or has not provided disclosures to this database.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Paul Felsch

    Paul Felsch

    CEO & FounderCRD 5811362

  • Kimberly Smith

    Kimberly Smith

    Chief Financial Officer and PartnerCRD 7142249

Contacts

1 of 1
  • Steven Larsen

    Steven Larsen

    PresidentCRD 4638715

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth