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.

COLUMBIA EMERGING MARKETS EQUITY PRIVATE (MASTER) FUNDOther Private Fund · Last reported Dec 3, 2024$98.4MGross asset value

Feeder funds

COLUMBIA EMERGING MARKETS EQUITY PRIVATE FUND, LLC
COLUMBIA EMERGING MARKETS EQUITY PRIVATE FUND

Fund administrator U.S. BANCORP FUND SERVICES, LTD GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS, CAYMAN ISLANDS GEORGE TOWN, GRAND CAYMAN, Cayman Islands

Auditor PRICEWATERHOUSECOOPERS LLP MINNEAPOLIS, Minnesota, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

PRICEWATERHOUSECOOPERS, CAYMAN ISLANDS
PCAOB 1266

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
CRD 840 · SEC 8-25845

Fund details & source

Fund ID: 805-9969225273
Reported beneficial owners: 3
Minimum commitment: $1M
Form D file number: 021-408087

Form ADV 1917588 · Dec 3, 2024 · 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 MANAGEMENT PRIVATE FUNDS VII, LLC - INTERNATIONAL VALUE FUNDOther Private Fund · Last reported Nov 18, 2013$87.8MGross asset value

Form D fundraising filings

COLUMBIA MANAGEMENT PRIVATE FUNDS VII, LLC

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
CRD 840 · SEC 8-25845

Fund details & source

Fund ID: 805-8107664414
Reported beneficial owners: 7
Minimum commitment: $2M
Form D file number: 021-98209

Form ADV 766192 · Nov 18, 2013 · 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.

SELIGMAN HEALTH SPECTRUM (MASTER) FUNDHedge Fund · Last reported Apr 18, 2012$77.4MGross asset value

Feeder funds

Fund administrator CITCO (CANADA) INC TORONTO, Canada Investor statements: No (provided to no investors) Related to adviser: No

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GEORGE TOWN, GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS, CAYMAN ISLANDS GEORGE TOWN, GRAND CAYMAN, Cayman Islands

Auditor PRICEWATERHOUSECOOPERS LLP MINNEAPOLIS, Minnesota, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. BOSTON, Massachusetts, United States Related to adviser: Yes

Prime broker GOLDMAN, SACHS & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
CRD 840 · SEC 8-25845

GOLDMAN, SACHS & CO.
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-2710396165
Reported beneficial owners: 40
Minimum commitment: $1M
Form D file number: 021-76640
Form D file number: 021-77576

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.

COLUMBIA MANAGEMENT PRIVATE FUNDS I, LLC - INTERMEDIATE FIXED INCOME FUNDOther Private Fund · Last reported Apr 18, 2012$61.8MGross asset value

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
CRD 840 · SEC 8-25845

Fund details & source

Fund ID: 805-9694517731
Reported beneficial owners: 3
Minimum commitment: $2M
Form D file number: 021-98210

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.

COLUMBIA EMERGING MARKETS BOND PRIVATE (MASTER) FUNDOther Private Fund · Last reported Nov 18, 2016$45.7MGross asset value

Feeder funds

COLUMBIA EMERGING MARKETS BOND PRIVATE FUND, LLC

Fund administrator U.S. BANCORP FUND SERVICES, LTD GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS, CAYMAN ISLANDS GEORGE TOWN, GRAND CAYMAN, Cayman Islands

Auditor PRICEWATERHOUSECOOPERS LLP MINNEAPOLIS, Minnesota, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
CRD 840 · SEC 8-25845

Fund details & source

Fund ID: 805-4889741825
Reported beneficial owners: 2
Minimum commitment: $1M
Form D file number: 021-221944

Form ADV 1043888 · Nov 18, 2016 · 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 MANAGEMENT PRIVATE FUNDS I, LLC - LARGECAP 500 INDEX FUNDOther Private Fund · Last reported Apr 18, 2012$38.6MGross asset value

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
CRD 840 · SEC 8-25845

Fund details & source

Fund ID: 805-9797734052
Reported beneficial owners: 2
Minimum commitment: $2M
Form D file number: 021-98210

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.

COLUMBIA MANAGEMENT PRIVATE FUNDS I, LLC - CORE FIXED INCOME FUNDOther Private Fund · Last reported Apr 18, 2012$38.5MGross asset value

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. BOSTON, Massachusetts, United States Related to adviser: Yes

Provider details

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

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
CRD 840 · SEC 8-25845

Fund details & source

Fund ID: 805-9205470200
Reported beneficial owners: 3
Minimum commitment: $2M
Form D file number: 021-98210

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.