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.

THREADNEEDLE INSTITUTIONAL GLOBAL EQUITY (MASTER) FUNDOther Private Fund · Last reported Apr 18, 2012$17MGross asset value

Feeder funds

THREADNEEDLE INSTITUTIONAL GLOBAL EQUITY FUND LLC

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

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: 805-3700055231
Reported beneficial owners: 2
Minimum commitment: $1M
Form D file number: 021-146149

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 INTEGRATED MICRO CAP CORE PRIVATE FUND, LLCOther Private Fund · Last reported Dec 3, 2024$14.3MGross asset value

Form D fundraising filings

Columbia Integrated Micro Cap Core Private Fund, LLC

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP MINNEAPOLIS, Minnesota, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, 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: 805-2718859870
Reported beneficial owners: 2
Minimum commitment: $1M
Form D file number: 021-351734

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 FOCUSED LARGE CAP GROWTH PRIVATE FUND LLCOther Private Fund · Last reported Oct 22, 2019$13.8MGross asset value

Form D fundraising filings

COLUMBIA FOCUSED LARGE CAP GROWTH PRIVATE FUND, LLC

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: 805-2736230394
Reported beneficial owners: 2
Minimum commitment: $1M
Form D file number: 021-165679

Form ADV 1339801 · Oct 22, 2019 · 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 ADAPTIVE RISK ALLOCATION PRIVATE (MASTER) FUNDHedge Fund · Last reported Oct 22, 2019$11.5MGross asset value

Feeder funds

COLUMBIA ADAPTIVE RISK ALLOCATION PRIVATE FUND, LLC
COLUMBIA ADAPTIVE RISK ALLOCATION PRIVATE 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 CITCO BANKING CORPORATION N.V. WILLEMSTAD, Curacao Related to adviser: No

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: 805-7447444952
Reported beneficial owners: 2
Minimum commitment: $1M
Form D file number: 021-237603

Form ADV 1339801 · Oct 22, 2019 · 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.

CENTURION GLOBAL SOVEREIGN CBO ISecuritized Asset Fund · Last reported Apr 18, 2012$10MGross asset value

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

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

Marketer BEAR, STEARNS INTERNATIONAL LIMITED LONDON, United Kingdom 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: 805-2218939269
Reported beneficial owners: 1
Minimum commitment: $1M

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 GLOBAL ALPHA OPPORTUNITIES PRIVATE (MASTER) FUNDHedge Fund · Last reported Nov 18, 2016$9.26MGross asset value

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: 805-2100612599
Reported beneficial owners: 1
Minimum commitment: $1M

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 SHORT DURATION HIGH YIELD PRIVATE (MASTER) FUNDOther Private Fund · Last reported Nov 18, 2016$6.6MGross asset value

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: 805-3590607537
Reported beneficial owners: 2
Minimum commitment: $1M

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.

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.