COLUMBIA PACIFIC ADVISORS, LLC other names

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Adviser Profile

As of Date:

07/25/2024

Adviser Type:

- Large advisory firm

Number of Employees:

87 1.16%

of those in investment advisory functions:

36 -7.69%

Registration:

SEC, Approved, 1/10/2007

AUM:

1,241,957,770 -7.89%

of that, discretionary:

1,241,957,770 -7.89%

Private Fund GAV:

1,225,144,747 -9.95%

Avg Account Size:

82,797,185 -7.89%

% High Net Worth:

4.17% 100.00%

SMA’s:

YES

Private Funds:

12

Contact Info

206 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 853M 569M 284M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Oregon takes major step towards advancing value-based payments
04/07/2021

Koller, president of the Milbank Memorial Fund, a national health policy foundation dedicated to advancing population health. “Oregon’s value-based payment compact aligns goals among ...

theworldlink.com

Network hopes to prevent childhood trauma
04/06/2021

The Columbia Pacific Coordinated Care Organization began laying the groundwork for Resilient Clatsop County in 2018 after identifying community resilience and trauma-informed care as one of eight regional health improvement strategic priority areas.

news.yahoo.com

Columbia Pacific/Asia Fund Class A (CASAX)
04/01/2021

*Close price adjusted for splits.**Adjusted close price adjusted for both dividends and splits. Loading more data...

Yahoo Finance

Columbia Pacific/Asia Fund Institutional 3 Class (CPAYX)
03/31/2021

Dow drops 233 points, or 0.7%; S&P 500 posts first weekly loss in three weeks amid renewed inflation jitters

Yahoo Finance

K2 Insurance Services, LLC Completes the Acquisition of Columbia Pacific Finance, LLC
03/30/2021

2021 MAR 29 (NewsRx) -- By a News Reporter-Staff News Editor at Mergers & Acquisitions Daily News-- K2 Insurance Services is pleased to announce that it has recently completed the acquisition of a ...

insurancenewsnet.com

Columbia Pacific Secures $243M for Senior Housing Portfolio
03/29/2021

Columbia Pacific Advisors has secured a $242.7 million senior secured term loan to facilitate the recapitalization and acquisition of a portion of a senior housing portfolio of a joint venture ...

multihousingnews.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 3 $249,524,999
Real Estate Fund 7 $639,489,182
Other Private Fund 2 $336,130,566

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Private Funds



Employees




Brochure Summary

Overview

Columbia Pacific Advisors, LLC (“Columbia”) is a Washington limited liability company. We began conducting business in December 2006. Columbia is controlled by and majority-owned by Columbia Pacific Advisors Holdings, LP (“CPA Holdings”) and minority-owned by Corient Management LLC (“Corient Management”) a wholly-owned subsidiary of Corient Holdings, Inc. (“Corient Holdings”). Corient Holdings is a majority-owned subsidiary of CI Financial Corp. (“CI Financial”) (TSX: CIX; NYSE: CIXX). Listed below are the beneficial owners who own, directly or indirectly, more than 25% of the interest in CPA Holdings: ALEXANDER B. WASHBURN (controls at least 25%) QUARTERMASTER, LLC (a limited liability company controlled by Stanley L. Baty that controls at least 10%) STANLEY L. BATY (controls at least 10%) Private Funds Columbia provides discretionary investment management services to various pooled investment vehicles and acts as the general partner or investment manager of such pooled investment vehicles (each a “Private Fund” and collectively, the “Private Funds”). The investment portfolio of each Private Fund is managed in accordance with the Private Fund’s offering memoranda and/or limited partnership agreement (the “Offering Documents”). Capitalized terms contained in this brochure but not otherwise
defined shall have the meanings assigned to them in the Offering Documents. In its capacity as general partner or investment manager to the Private Funds, Columbia is responsible for implementing each Private Fund’s investment objectives and strategies. Columbia may offer investment advisory services to other private investment vehicles or other clients in the future. Separately Managed Accounts In addition, Columbia also provides investment advice to several high-net-worth individuals’ separately managed accounts. Assets of our separately managed account clients are managed in accordance with the directives given by such client to Columbia, and if applicable, in accordance with the investment management agreement entered into by and between Columbia and each separately managed account client. Separately managed account clients may impose restrictions on investing in certain securities or types of securities. Assets Under Management1 As of December 31, 2023, our client assets under management were approximately $3,664,500,0002, all of which were managed on a discretionary basis.