Columbia Pacific Advisors, LLC (Seattle)

Columbia Pacific Advisors, LLC is a large advisory firm based in Seattle. It manages $1.92 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Washington.

Columbia Pacific Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for high net worth family llc. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Columbia Pacific Advisors: assets under management

The assets under management (AUM) of Columbia Pacific Advisors, LLC is $1.92 billion. The firm's AUM has grown by 1433% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.87 billion in discretionary accounts and $54.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.87 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $54.88 million.

Columbia Pacific Advisors has custody of $2.29 billion in cash and securities for 23 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Columbia Pacific Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Columbia Pacific Advisors serves?

The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Columbia Pacific Advisors is pooled investment vehicles with 16 clients and $1.84 billion of assets under management. Among the 12 most similar advisory firms, Columbia Pacific Advisors has the 6th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.85 billion for 22 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Columbia Pacific Advisors also advises several private funds. Namely, one hedge fund, twelve real estate funds, two other private funds, and one private equity fund. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.

Careers at Columbia Pacific Advisors, LLC

The company employs 58 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Seattle

The principal office where Columbia Pacific Advisors, LLC performs its advisory services is located at 1910 Fairview Ave East, Seattle, WA 98102 3620, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-728-9063 or by fax 206-694-2705. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at columbiapacific.com.

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