DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Columbia Pacific Advisors, LLC
Latest filing Jul 14, 2026
First filing on the tape Jan 6, 2012 · 38 filings
SEC status approved since Jan 10, 2007
RAUM
$1.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$173,235 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
61
24 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
11
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$1.5B as of Jul 14, 2026
Mar 30, 2012$504M then
HNW client RAUM$173,235 as of Jul 14, 2026
Mar 28, 2018$12.9M then
State-registered IARs (5.B.3)0 as of Jul 14, 2026
Mar 30, 20120 then
Employees (5.A)61 as of Jul 14, 2026
Apr 2, 201315 then
Private funds11 as of Jul 14, 2026
Mar 30, 20125 then
RAUM +14% over the last fiscal year+2.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 14, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $121MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $3.2B, 24 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.5B100%
- High-net-worth individuals$173,2350.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.2B for 24 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
21 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Columbia Pacific Income Fund II, L.P.no longer reported | Real Estate Fund | $868M | 522 | Mar 31, 2015 |
| Cp Venture I, LP | Real Estate Fund | $437M | 8 | Mar 28, 2018 |
| Columbia Pacific Opportunity Fund, L.P. | Other Private Fund | $336M | 183 | Jan 6, 2012 |
| Cp Business Finance II, LP | Private Equity Fund | $151M | 206 | Mar 31, 2022 |
| Cp Business Finance I, LP | Private Equity Fund | $97.8M | 111 | Mar 30, 2020 |
| Columbia Pacific Income Fund I, L.P.no longer reported | Real Estate Fund | $87.9M | 131 | Jan 6, 2012 |
| Cp Sq Venture I, LP | Real Estate Fund | $78.1M | 2 | Mar 28, 2018 |
| Cp Jr Venture I, LP | Real Estate Fund | $65.5M | 10 | Mar 28, 2018 |
| Columbia Freehold, LP | Real Estate Fund | $53.1M | 39 | Mar 31, 2015 |
| Columbia Pacific Real Estate Fund II, L.P.no longer reported | Real Estate Fund | $26.4M | 123 | Mar 31, 2015 |
| Hyak Partners I LPno longer reported | Hedge Fund | $21.6M | 25 | Mar 30, 2020 |
| Columbia Pacific Partners Fund, Ltdno longer reported | Hedge Fund | $17.2M | 58 | Mar 31, 2014 |
| Columbia Pacific Real Estate Fund I, L.P. | Real Estate Fund | $5.7M | 106 | Apr 2, 2013 |
| Columbia Pacific Partners Fund (Delaware), L.P.no longer reported | Hedge Fund | $1.4M | 15 | Mar 31, 2017 |
| Union Bay Capital Partners I, LLC | Private Equity Fund | $820,559 | 93 | Apr 3, 2012 |
| Columbia Pacific Senior Housing Fund, L.P.no longer reported | Real Estate Fund | $737,884 | 0 | Jan 6, 2012 |
| Cp 2017 Tea I, L.P. | Real Estate Fund | $47,369 | 1 | Oct 13, 2017 |
| Columbia Pacific Diversified Alpha Fund, L.P. | Other Private Fund | $37,161 | 9 | Mar 31, 2014 |
| Cpdfci, L.P.no longer reported | Real Estate Fund | $24,640 | 85 | Jan 6, 2012 |
| Columbia Pacific Distressed Fund, L.P.no longer reported | Real Estate Fund | $12,350 | 58 | Jan 6, 2012 |
| Cp 2017 Sh Fund I, L.P., | Real Estate Fund | $10,760 | 51 | Oct 13, 2017 |
Owners and control persons
Schedule A and B, latest filing
- Logan Stanley Baty · Member Of The Board Of Managerscontrolsince 12/2006 · owns less than 5%
- Clark Jamie Cobb · Chief Financial Officercontrolsince 11/2022 · owns less than 5%
- Wood Alan Spragins · Chief Operating Officer / General Counselcontrolsince 08/2012 · owns less than 5%
- Bryant Alexander Washburn · Chief Executive Officer And Member Of The Board Of Managerscontrolsince 12/2006 · owns less than 5%
- Yoshi Peter Watson · Member Of The Board Of Managerscontrolsince 12/2021 · owns less than 5%
- Bryant Alexander Washburn · Membercontrolsince 01/2020 · owns 25% to 50% of Columbia Pacific Advisors Holdings, LP
- June Cheryll Calaguio · Chief Compliance Officersince 03/2018 · owns less than 5%
Entity owners
- Corient Management LLC · Ownerdirect · owns 25% to 50%
- Ci Financial Corp · Ownerindirect · owns 75% or more of Corient Holdings Inc. · public reporting company
- Corient Holdings Inc. · Ownerindirect · owns 75% or more of Corient Management LLC
- Cpa Gp, LLC · General Partnerindirect · owns F of Columbia Pacific Advisors Holdings, LP
- Columbia Pacific Advisors Holdings, LP · Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $3.2B to $3.2BMay 6, 2026 to Jul 14, 2026
- Discretionary RAUM · $1.5B to $1.5BMay 6, 2026 to Jul 14, 2026
- Pooled vehicle RAUM · $1.5B to $1.5BMay 6, 2026 to Jul 14, 2026
- RAUM · $1.5B to $1.5BMay 6, 2026 to Jul 14, 2026
- Accounts · 13 to 12Sep 11, 2025 to Mar 31, 2026
- Advisory employees · 27 to 24Sep 11, 2025 to Mar 31, 2026
- Assets in custody · $3.3B to $3.2BSep 11, 2025 to Mar 31, 2026
- Employees · 73 to 61Sep 11, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.2B to $1.5BSep 11, 2025 to Mar 31, 2026
- HNW RAUM · $251,387 to $173,235Sep 11, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.5BSep 11, 2025 to Mar 31, 2026
- RAUM · $1.2B to $1.5BSep 11, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Jul 25, 2025 to Sep 11, 2025
- Assets in custody · $3.4B to $3.3BMay 14, 2025 to Jul 25, 2025
- Discretionary RAUM · $1.3B to $1.2BMay 14, 2025 to Jul 25, 2025
- Pooled vehicle RAUM · $1.3B to $1.2BMay 14, 2025 to Jul 25, 2025
- RAUM · $1.3B to $1.2BMay 14, 2025 to Jul 25, 2025
- Assets in custody · $3.4B to $3.4BMar 28, 2025 to May 14, 2025
- Discretionary RAUM · $1.3B to $1.3BMar 28, 2025 to May 14, 2025
- Pooled vehicle RAUM · $1.3B to $1.3BMar 28, 2025 to May 14, 2025
- RAUM · $1.3B to $1.3BMar 28, 2025 to May 14, 2025
- Accounts · 15 to 13Nov 22, 2024 to Mar 28, 2025
- Advisory employees · 36 to 27Nov 22, 2024 to Mar 28, 2025
- Pooled vehicle clients · 23 to 24Nov 22, 2024 to Mar 28, 2025
- Assets in custody · $3.5B to $3.4BNov 22, 2024 to Mar 28, 2025
- Employees · 87 to 73Nov 22, 2024 to Mar 28, 2025
- Private funds · 12 to 11Nov 22, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.2B to $1.3BNov 22, 2024 to Mar 28, 2025
- HNW RAUM · $319,814 to $251,387Nov 22, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.2B to $1.3BNov 22, 2024 to Mar 28, 2025
- RAUM · $1.2B to $1.3BNov 22, 2024 to Mar 28, 2025
- Assets in custody · $3.5B to $3.5BJul 25, 2024 to Nov 22, 2024
- Discretionary RAUM · $1.2B to $1.2BJul 25, 2024 to Nov 22, 2024
- Pooled vehicle RAUM · $1.2B to $1.2BJul 25, 2024 to Nov 22, 2024
- RAUM · $1.2B to $1.2BJul 25, 2024 to Nov 22, 2024
- Assets in custody · $3.5B to $3.5BMar 29, 2024 to Jul 25, 2024
- Discretionary RAUM · $1.3B to $1.2BMar 29, 2024 to Jul 25, 2024
- Pooled vehicle RAUM · $1.3B to $1.2BMar 29, 2024 to Jul 25, 2024
- RAUM · $1.3B to $1.2BMar 29, 2024 to Jul 25, 2024
- Advisory employees · 39 to 36Jul 19, 2023 to Mar 29, 2024
Signals
5 dated events
- Patrick John Ferry (Chief Financial Officer) no longer on Schedule A of Columbia Pacific Advisors, Llc (listed 2022-08-03, absent 2022-12-08)Dec 8, 2022 · Control person left · inference
- Clark Jamie Cobb (Chief Financial Officer) appeared on Schedule A of Columbia Pacific Advisors, LlcDec 8, 2022 · Control person joined · fact
- Yoshi Peter Watson (Member Of The Board Of Managers) appeared on Schedule A of Columbia Pacific Advisors, LlcDec 8, 2022 · Control person joined · fact
- Columbia Pacific Advisors, Llc reported RAUM $1.4B, down 32% from $2.0B (2022-01-25 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Ray Daniel Baty (Member Of The Board Of Managers) no longer on Schedule A of Columbia Pacific Advisors, Llc (listed 2021-03-30, absent 2021-05-28)May 28, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Columbia Pacific Advisors, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/columbia-pacific-advisors-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- COLUMBIAPACIFIC.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 206-728-9063reportedpublic record, Form ADV, Jul 14, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Columbia Pacific Advisors, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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