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Asset manager · Boston, MA

Columbia Management Investment Advisers, LLC

SEC-registered investment adviser · CRD 108257 · SEC 801-25943

At a glance

Columbia Management Investment Advisers, LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $502.4 billion in regulatory assets under management as of its Form ADV filed September 23, 2026. Its largest client group by assets is investment companies, and it reports 3,540 individual clients. By Form ADV it is a asset manager, ranked 33rd of 3,218 asset managers and 48th of 17,210 SEC-registered advisers by assets.

Main office 800-225-2365columbiathreadneedleus.comLinkedInAs filed on Form ADV

Regulatory AUM
$502B
Rank among asset managers
#33 of 3,218
Rank among all SEC RIAs
#48 of 17,210
Rank in Massachusetts
#7 of 627
Individual clients
3,540
High-net-worth clients
495
Accounts
8,288
Discretionary
100% of AUM
Employees
914
Advisory staff
440
Offices
8

Owners and executives on its Form ADV

Custody and brokerage

3 custodians

  1. J.P. Morgan$79B69%
  2. State Street$19B17%
  3. Merrill / Bank of America$17B14%

Other RIAs using J.P. MorganOther multi-custodian RIAs

Broker-dealer

Hybrid RIA

Columbia Management Investment Advisers, LLC is a hybrid RIA: 271 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: American Enterprise Investment Services Inc., Ameriprise Financial Services, LLC, Columbia Management Investment Distributors, Inc., Columbia Threadneedle Investments Japan Co., LTD., Riversource Distributors, Inc., Threadneedle Investment Services Limited, Threadneedle Portfolio Services AG and Threadneedle Portfolio Services Hong Kong Limited.

Its Form ADV brochure (filed September 2026) names Columbia Management Investment Distributors as the broker-dealer its advisers are registered with.

Many of our sales personnel are registered representatives of CMID, 51 and may present investment opportunities in the Funds, Private Funds and collective trust funds managed by us and Private Funds managed by an affiliate to our current an

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Investment companies186$316B63%
Insurance companies9$55B11%
Pooled investment vehicles173$43B9%
Corporations or other businesses139$36B7%
Pension and profit sharing plans95$19B4%
Banking or thrift institutions2$14B3%
Sovereign wealth funds and foreign official institutions9$13B3%
State or municipal government entities15$2.8B<1%
High-net-worth individuals495$1.9B<1%
Charitable organizations72$1.3B<1%
Individuals3,045$1.0B<1%
Other11$533M<1%

Private funds

Columbia Management Investment Advisers, LLC reports 12 private funds with $5.3B in gross assets: hedge funds, securitized asset funds, other private funds (Form ADV Item 7.B).

Disciplinary disclosures

Columbia Management Investment Advisers, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗columbiathreadneedleus.com ↗

AtlasMembers

The full record on Columbia Management Investment Advisers, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
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Growth over one, three and five years
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Rank against 71 peers of its type and size
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Owners and executives, with titles and stakes
9 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
4Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Columbia Management Investment Advisers, LLC manage?

Columbia Management Investment Advisers, LLC reports $502.4 billion in regulatory assets under management across 8,288 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 23, 2026.

What kind of firm is Columbia Management Investment Advisers, LLC?

Columbia Management Investment Advisers, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.

Who are Columbia Management Investment Advisers, LLC’s clients?

By assets, its largest client types are investment companies ($315.8 billion, 186 clients); insurance companies ($54.7 billion, 9 clients); pooled investment vehicles ($43.0 billion, 173 clients).

Does Columbia Management Investment Advisers, LLC manage private funds?

Yes. It reports 12 private funds with $5.3 billion in gross assets, including hedge funds, securitized asset funds, other private funds.

Does Columbia Management Investment Advisers, LLC have any disciplinary history?

Columbia Management Investment Advisers, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Columbia Management Investment Advisers, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →