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COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
CRD 108257File 801-25943
APPROVED
Retail clients
Custody
Filing as of Sep 23, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | 139 | $35.76B |
| Non-U.S. persons | 9 | $13.16B |
| Insurance companies | 9 | $54.69B |
| Investment companies | 186 | $315.82B |
| Charitable organizations | 72 | $1.30B |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 495 | $1.89B |
| Pooled investment vehicles | 173 | $42.99B |
| Banking or thrift institutions | Fewer than 5 | $13.67B |
| Pension and profit sharing plans | 95 | $18.78B |
| State or municipal government entities | 15 | $2.80B |
| Individuals (other than high net worth individuals) | 3,045 | $1.01B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 4,251 | 4,240 | decreased by11 |
| Apr 1, 2026 | Employees | 910 | 914 | increased by4 |
| Apr 1, 2026 | Clients | 2,909 | 4,251 | increased by1,342 |
| Apr 1, 2026 | AUM | $457,482,709,435 | $502,404,181,723 | increased by$44,921,472,288 |
| Apr 1, 2026 | Accounts | 6,061 | 8,288 | increased by2,227 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 988 | 910 | decreased by78 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,524 | 2,909 | increased by385 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $469,254,453,721 | $457,482,709,435 | decreased by$11,771,744,286 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,065 | 6,061 | increased by996 |
| Apr 1, 2022 | Employees | 1,004 | 988 | decreased by16 |
| Apr 1, 2022 | Clients | 2,148 | 2,524 | increased by376 |
| Apr 1, 2022 | AUM | $408,205,032,592 | $469,254,453,721 | increased by$61,049,421,129 |
| Apr 1, 2022 | Accounts | 4,305 | 5,065 | increased by760 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COLUMBIA MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLUMBIA MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.