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 MANAGEMENT PRIVATE FUNDS I, LLC - LARGECAP ENHANCED CORE FUNDOther Private Fund · Last reported Mar 25, 2021$32MGross asset value

Form D fundraising filings

COLUMBIA MANAGEMENT PRIVATE FUNDS I, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

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

Fund details & source

Fund ID: 805-4994154289
Reported beneficial owners: 2
Minimum commitment: $2M
Form D file number: 021-98210

Form ADV 1485920 · Mar 25, 2021 · 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 PLUS (MASTER) FUNDHedge Fund · Last reported Oct 1, 2015$28.1MGross 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: 805-6984698757
Reported beneficial owners: 8
Minimum commitment: $1M
Form D file number: 021-110616
Form D file number: 021-127973

Form ADV 945057 · Oct 1, 2015 · 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 TECHNOLOGY 130/30 (MASTER) FUNDHedge Fund · Last reported Nov 18, 2013$26.8MGross asset value

Feeder funds

SELIGMAN TECHNOLOGY 130/30 FUND

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 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: Yes

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

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

Fund details & source

Fund ID: 805-5185570234
Reported beneficial owners: 2
Minimum commitment: $1M

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.

COLUMBIA MANAGEMENT PRIVATE FUNDS I, LLC - INTERNATIONAL EQUITY FUNDOther Private Fund · Last reported Apr 18, 2012$26.4MGross 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: 805-1819750099
Reported beneficial owners: 6
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 - LARGECAP GROWTH FUNDOther Private Fund · Last reported Nov 18, 2013$22MGross 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: 805-1931525304
Reported beneficial owners: 2
Minimum commitment: $2M
Form D file number: 021-98210

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.

WANGER SOCIALLY RESPONSIVE FUND, LLCHedge Fund · Last reported Feb 22, 2018$20.7MGross asset value

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

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 LLP
PCAOB 238

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

Fund details & source

Fund ID: 805-7847228794
Reported beneficial owners: 2
Minimum commitment: $5M
Form D file number: 021-279616

Form ADV 1179779 · Feb 22, 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.

COLUMBIA INSTITUTIONAL HIGH YIELD FIXED INCOME PRIVATE (MASTER) FUNDOther Private Fund · Last reported Mar 26, 2026$17.2MGross asset value

Feeder funds

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: 805-1922000962
Reported beneficial owners: 4
Minimum commitment: $1M
Form D file number: 021-177797
Form D file number: 021-261561

Form ADV 2037728 · Mar 26, 2026 · 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.