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COLUMBIA PACIFIC ADVISORS, LLC

CRD 142725File 801-67453
APPROVED
Custody
Filing as of Jul 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.46B
Above cohort median (national)
Discretionary AUM
$1.46B
Clients
24
12 accounts
Employees
61
Top 25% of cohort in WA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Jan 10, 2007
Principal office
1910 FAIRVIEW AVE EAST, SUITE 300, SEATTLE, WA, 98102-3620
Phone
206-728-9063

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.46B
Discretionary AUM
$1.46B
Non-discretionary AUM
$0
Discretionary accounts
12
Non-discretionary accounts
0
Total accounts
12
AUM per client
$60.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individualsFewer than 5$173K
Pooled investment vehicles24$1.46B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • 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
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
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 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.