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COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

CRD 108257File 801-25943
APPROVED
Retail clients
Custody
Filing as of May 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$502.40B
Top 10% of cohort (national)
Discretionary AUM
$501.39B
Non-discretionary $1.02B
Clients
4,240
8,288 accounts
Employees
914
Top 10% of cohort in MA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Dec 20, 1985
Principal office
290 CONGRESS STREET, BOSTON, MA, 02210
Phone
800-225-2365

Assets & accounts

ADV Item 5F
Total regulatory AUM
$502.40B
Discretionary AUM
$501.39B
Non-discretionary AUM
$1.02B
Discretionary accounts
8,254
Non-discretionary accounts
34
Total accounts
8,288
AUM per client
$118.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other139$35.76B
Non-U.S. persons9$13.16B
Insurance companies9$54.69B
Investment companies186$315.82B
Charitable organizations72$1.30B
Other investment advisersFewer than 5$0
High net worth individuals495$1.89B
Pooled investment vehicles173$42.99B
Banking or thrift institutionsFewer than 5$13.67B
Pension and profit sharing plans95$18.78B
State or municipal government entities15$2.80B
Individuals (other than high net worth individuals)3,045$1.01B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
Yes
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients42514240
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.