Chairman of the Board and President · Columbia Management Investment Advisers, LLC
William F. Truscott
CRD 2416857 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Columbia Management Investment Advisers, LLC, an SEC-registered asset manager based in Boston, MA with $502.4 billion in regulatory assets, lists William F. Truscott on its Form ADV as Chairman of the Board and President, a control person. The SEC filings also name William at 1 other registered adviser.
Firms and roles
- Columbia Management Investment Advisers, LLCChairman of the Board and PresidentAsset manager · Boston, MA · $502B in regulatory assets
- Columbia Cent CLO Advisers, LLCPresident, Chief Executive Officer, and Chairman of the BoardPrivate fund adviser · Boston, MA · $3.0B in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Lee A FariaVice President and Chief Compliance Officer, Columbia Management Investment Advisers, LLC
- Michael G. ClarkeMember, Board of Governors, Senior Vice President and North America Head of Operations and Investor Services, Columbia Management Investment Advisers, LLC
- Brian M. EngelkingMember, Board of Governors, Vice President and Chief Financial Officer, Columbia Management Investment Advisers, LLC
- Gene R. TannuzzoManaging Director and Global Head of Fixed Income, Columbia Management Investment Advisers, LLC
- Michael E DefaoVice President, Chief Legal Officer, and Assistant Secretary, Columbia Management Investment Advisers, LLC
4 more people named with William on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.