Investment adviser · CRD 108257

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Sep 23, 2026

Regulatory AUM: $502B
Client accounts: 8,288
Employees: 914
Advisory professionals: 440

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	186	$315,815,716,695	62.9%
Insurance companies	9	$54,693,862,898	10.9%
Pooled investment vehicles	173	$42,988,107,237	8.6%
Corporations & businesses	139	$35,763,301,925	7.1%
Retirement plans	95	$18,781,156,163	3.7%
Banks & thrifts	Fewer than 5	$13,673,793,427	2.7%
Sovereign wealth & foreign institutions	9	$13,155,987,254	2.6%
Government entities	15	$2,801,873,154	0.6%
High-net-worth individuals	495	$1,885,501,314	0.4%
Charities	72	$1,303,674,625	0.3%
Individuals	3,045	$1,008,607,211	0.2%
Other clients	11	$532,599,820	0.1%
Other investment advisers	Fewer than 5	$0	0.0%

Filing source

Form ADV 2126380 · Sep 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

CENT CLO 21 LIMITEDSecuritized Asset Fund · Last reported Jun 22, 2020$597MGross asset value

Fund administrator DEUTSCHE BANK TRUST COMPANY AMERICAS SANTA ANA, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian DEUTSCH BANK TRUST COMPANY AMERICAS SANTA ANA, California, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-5221551839
Reported beneficial owners: 13
Minimum commitment: $250K

Form ADV 1413985 · Jun 22, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

COLUMBIA CENT CLO 28 LIMITEDSecuritized Asset Fund · Last reported Jun 22, 2020$444MGross asset value

Fund administrator U.S. BANK NATIONAL ASSOCIATION HOUSTON, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian U.S. BANK NATIONAL ASSOCIATION HOUSTON, Texas, United States Related to adviser: No

Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

Fund details & source

Fund ID: 805-2919481046
Reported beneficial owners: 12
Minimum commitment: $250K

Form ADV 1413985 · Jun 22, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

COLUMBIA CENT CLO 27 LIMITEDSecuritized Asset Fund · Last reported Jun 22, 2020$414MGross asset value

Fund administrator VIRTUS GROUP, LP HOUSTON, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian VIRTUS GROUP, LP HOUSTON, Texas, United States Related to adviser: No

Marketer BARCLAYS CAPITAL INC. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

Fund details & source

Fund ID: 805-9881524219
Reported beneficial owners: 10
Minimum commitment: $250K

Form ADV 1413985 · Jun 22, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CENT CLO 17 LIMITEDSecuritized Asset Fund · Last reported Dec 19, 2018$291MGross asset value

Fund administrator BANK OF NEW YORK MELLON TRUST COMPANY N A HOUSTON, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian BANK OF NEW YORK MELLON TRUST COMPANY N A HOUSTON, Texas, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-3539675794
Reported beneficial owners: 10
Minimum commitment: $500K

Form ADV 1257681 · Dec 19, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CENT CLO 19 LIMITEDSecuritized Asset Fund · Last reported Jun 22, 2020$270MGross asset value

Fund administrator VIRTUS GROUP, LP HOUSTON, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian VIRTUS GROUP, LP HOUSTON, Texas, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-9264807504
Reported beneficial owners: 10
Minimum commitment: $250K

Form ADV 1413985 · Jun 22, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PM MANAGER FUND, SPC. - SEGREGATED PORTFOLIO 6Hedge Fund · Last reported Apr 18, 2012$250MGross asset value

Form D fundraising filings

PM Manager Fund SPC Segregated Portfolio 6

Fund administrator MORGAN STANLEY FUND SERVICES (BERMUDA) LTD HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP GRAND CAYMAN, Cayman Islands

Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No

Prime broker CREDIT SUISSE SECURITIES (USA) LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CREDIT SUISSE SECURITIES (USA) LLC
CRD 816 · SEC 8-422

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-1793380957
Reported beneficial owners: 25
Minimum commitment: $250K
Form D file number: 021-98349

Form ADV 641275 · Apr 18, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PM MANAGER FUND, SPC. - SEGREGATED PORTFOLIO 5Hedge Fund · Last reported Apr 18, 2012$189MGross asset value

Form D fundraising filings

PM Manager Fund SPC Segregated Portfolio 5

Fund administrator MORGAN STANLEY FUND SERVICES (BERMUDA) LTD HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP GRAND CAYMAN, Cayman Islands

Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No

Prime broker CREDIT SUISSE SECURITIES (USA) LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CREDIT SUISSE SECURITIES (USA) LLC
CRD 816 · SEC 8-422

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-8391958011
Reported beneficial owners: 24
Minimum commitment: $250K
Form D file number: 021-98346

Form ADV 641275 · Apr 18, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 23, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

290 CONGRESS STREET
BOSTON, MA, 02210, United States

CRD 108257

Filing source

Form ADV 2126380 · Sep 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.