SourcingSourcing

COLUMBIA CAPITAL, L.P.

C30
CRD 159616·SEC 801-126354·ALEXANDRIA, VA
AUM
$9.10B
$1B+
Est. Revenue
$91.0M
@ 1% on AUM
Est. EBITDA
$27.3M
@ 30% margin
Est. Deal Value
$218.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLUMBIA CAPITAL, L.P.
CRD
159616
SEC file #
801-126354
EIN
000000000
DBA names
Columbia Capital

Economics

AUM
$9.10B
AUM band
$1B+
AUM trajectory
'23'26
$3.64B → $9.10B▲ +150%
Client mix
Pooled Investment Vehicles27

Operations

Employees (total)
23
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'23'26
21 advisors → 13 advisors▼ -38%
Primary office
ALEXANDRIA VA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
colcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
1749 CAPITAL PARTNERS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
1749 CAPITAL PARTNERS LLC
COLUMBIA CAPITAL GP, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COLCAP.COM
Rdap Domain Creation Date
1995-11-16T05:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002085215
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-11-20
Edgar Last Filing Date
2025-11-20
Edgar Form D Count
1
Edgar Form D Offerings
2025-11-202025-11-20 · 0001012975-25-000807

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Morgan Stanley18
U.s. Bank4
E*trade4
Edgar Addresses
Mailing
204 SOUTH UNION STREETALEXANDRIA, VA 22314
Business
204 SOUTH UNION STREETALEXANDRIA, VA 22314
Edgar EIN
000000000
Edgar Recent Filings
D2025-11-20 · 0001012975-25-000807
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-11-15T05:00:00Z
Rdap Domain Last Changed
2023-09-16T06:44:34Z
Rdap Nameservers
Ns11.worldnic.comNs12.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
FLEMING, JAMES, BARRIE
Executive Officer · 2.5%
6006787
LEE, JASON, ROBERT
Executive Officer · 2.5%
7782237
Lewis, Benjamin, Stephen
Executive Officer · 2.5%
6878624
SIEGEL, JOHN, TYLER
Executive Officer · 2.5%
2075588