SourcingSourcing

COLUMBIA PACIFIC ADVISORS, LLC

C44
CRD 142725·SEC 801-67453·SEATTLE, WA
AUM
$1.47B
$1B+
Est. Revenue
$14.7M
@ 1% on AUM
Est. EBITDA
$4.4M
@ 30% margin
Est. Deal Value
$35.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLUMBIA PACIFIC ADVISORS, LLC
CRD
142725
SEC file #
801-67453
EIN
814259045
DBA names
—

Economics

AUM
$1.47B
AUM band
$1B+
AUM trajectory
'20'26
$1.92B → $1.47B▼ -23%
Client mix
Pooled Investment Vehicles24

Operations

Employees (total)
61
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
27 advisors → 24 advisors▼ -11%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/columbia-pacific-advisors-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLUMBIA PACIFIC ADVISORS
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
COLUMBIA PACIFIC ADVISORS
CORIENT MANAGEMENT LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:columbiapacific.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
238
Form 5500 Compensation Trajectory 3y
20240
20250
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001758678
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2018-12-11
Edgar Last Filing Date
2018-12-20
Edgar Form D Count
2
Edgar Form D Offerings
2018-12-202018-12-20 · 0001758678-18-000003
2018-12-112018-12-11 · 0001758678-18-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity4
E*trade4
Interactive Brokers1
Edgar Addresses
Mailing
C/O COLUMBIA PACIFIC ADVISORS1910 FAIRVIEW AVENUE EAST, SUITE 200SEATTLE, WA 98102
Business
C/O COLUMBIA PACIFIC ADVISORS1910 FAIRVIEW AVENUE EAST, SUITE 200SEATTLE, WA 98102
Edgar EIN
814259045
Edgar Recent Filings
D/A2018-12-20 · 0001758678-18-000003
D2018-12-11 · 0001758678-18-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
BATY, STANLEY, LOGAN
Executive Officer · 2.5%
2370699
Cobb, Jamie, Clark
Executive Officer · 2.5%
7673168
SPRAGINS, ALAN, WOOD
Executive Officer · 2.5%
5511431
WASHBURN, ALEXANDER, BRYANT
Executive Officer · 2.5%
2242453
WATSON, PETER, YOSHI
Executive Officer · 2.5%
7462122
Calaguio, Cheryll, June
Executive Officer · 2.5%
6922698