Columbia Private Markets

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Spokane, Washington
CRD number
335301
Registered since
October 3, 2025

Firm profile

FINTRX

Overview

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

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

    Chief Compliance OfficerCRD 5811362

  • Kimberly Smith

    Kimberly Smith

    COO and PartnerCRD 7142249

Contacts

3 of 3
  • Ronald Dixon

    Registered Financial AdvisorCRD 6145081

  • Steven Larsen

    Steven Larsen

    FounderCRD 4638715

  • Daniel Bennett

    Daniel Bennett

    Regional DirectorCRD 6386277

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