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COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725File 801-67453
APPROVED
Custody
Filing as of Jul 14, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://COLUMBIAPACIFIC.COM
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 type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $173K |
| Pooled investment vehicles | 24 | $1.46B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | AUM | $1,474,497,203 | $1,457,262,691 | decreased by$17,234,512 |
| Apr 1, 2026 | Employees | 73 | 61 | decreased by12 |
| Apr 1, 2026 | AUM | $1,249,696,761 | $1,474,497,203 | increased by$224,800,442 |
| Apr 1, 2026 | Accounts | 13 | 12 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,281,960,262 | $1,249,696,761 | decreased by$32,263,501 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 71 | 73 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25 | 24 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,350,842,888 | $1,281,960,262 | decreased by$68,882,626 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19 | 13 | decreased by6 |
| Jun 1, 2022 | AUM | $1,351,748,276 | $1,350,842,888 | decreased by$905,388 |
| Apr 1, 2022 | Employees | 67 | 71 | increased by4 |
| Apr 1, 2022 | Clients | 28 | 25 | decreased by3 |
| Apr 1, 2022 | AUM | $1,990,791,130 | $1,351,748,276 | decreased by$639,042,854 |
| Apr 1, 2022 | Accounts | 22 | 19 | decreased by3 |
| Jun 1, 2021 | AUM | $2,071,827,642 | $1,990,791,130 | decreased by$81,036,512 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COLUMBIA PACIFIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLUMBIA PACIFIC” 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.