COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

CRD 108257 · SEC 801-25943

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290 CONGRESS STREET, BOSTON, MA, 02210, United States

Phone

800-225-2365

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$502.40B

Discretionary AUM

$501.39B

Team

914 total employees; 440 advisory reps; 142 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-28

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

Client types

Type	Clients	AUM
Individuals	3045	$1.01B
High net worth individuals	495	$1.89B
Banking/thrift institutions	2	$13.67B
Investment companies	186	$315.82B
Pooled investment vehicles	173	$42.99B
Pension/profit sharing plans	95	$18.78B
Charitable organizations	72	$1.30B
State/municipal entities	15	$2.80B
Insurance companies	9	$54.69B
Sovereign wealth funds	9	$13.16B
Corporations/business entities	139	$35.76B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD