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.
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SEC-registered adviser
C••••••• C••••••
Legal name C••••••• C••••••• L•••
Latest filing Sep 9, 2026
First filing on the tape Jul 7, 2022 · 11 filings
SEC status approved since Aug 9, 2022
RAUM
$14B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
54
25 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$14B as of Aug 21, 2026
Mar 24, 2023$4.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 21, 2026
Mar 24, 20230 then
Employees (5.A)54 as of Aug 21, 2026
Mar 24, 202327 then
Private funds30 as of Aug 21, 2026
Mar 24, 202322 then
RAUM +104% over the last fiscal year+44% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 9, 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
- $446MderivedRAUM 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
- +34%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 pooled vehiclesreportedItem 5.G
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$14B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 31reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
37 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••• S••••••• P••••••• V••• L••• | Venture Capital Fund | $1.1B | 96 | Mar 24, 2022 |
| C••••••• S••••••• P••••••• I•••• L•••no longer reported | Venture Capital Fund | $929M | 80 | Mar 18, 2021 |
| C••••••• T•••• P••••••• I••• L••• | Real Estate Fund | $920M | 79 | Mar 24, 2023 |
| C••••••• C•••••• E••••• P••••••• V• •••• L••• | Venture Capital Fund | $643M | 47 | Mar 13, 2015 |
| C••••••• C•••••• E••••• P••••••• V•• •••• L••• | Venture Capital Fund | $526M | 69 | Mar 20, 2019 |
| C••••••• C•••••• E••••• P••••••• V•••••• L••• | Venture Capital Fund | $357M | 40 | Mar 24, 2023 |
| B••• S••• I• L• | Other Private Fund | $353M | 81 | Dec 19, 2019 |
| C••••••• C•••••• E••••• P••••••• V•••••• L••• | Venture Capital Fund | $326M | 22 | Mar 24, 2023 |
| C••••••• S••••••• P••••••• I•••• L••• | Venture Capital Fund | $287M | 56 | Mar 29, 2018 |
| C••••••• C•••••• O••••••••• F••• I••• L••• | Venture Capital Fund | $246M | 10 | Mar 24, 2023 |
| C••••••• S••••••• P••••••• I••• L••• | Venture Capital Fund | $215M | 50 | Mar 23, 2016 |
| C••••••• C•••••• E••••• P••••••• V• •••• L••• | Venture Capital Fund | $197M | 30 | Mar 5, 2012 |
| C••••••• C•••••• E••••• P••••••• V•• •••••••• L••• | Venture Capital Fund | $184M | 9 | Mar 20, 2019 |
| C••••••• S••••••• P••••••• I••••• L••• | Venture Capital Fund | $119M | 10 | Mar 23, 2020 |
| B••• S••• I•• L• | Other Private Fund | $112M | 60 | Mar 20, 2024 |
| C••••••• C•••••• E••••• P••••••• V• •••••••• L••• | Venture Capital Fund | $106M | 13 | Mar 13, 2015 |
| C••••••• C•••••• O••••••••• F••• I••• L••• | Venture Capital Fund | $102M | 14 | Mar 24, 2023 |
| C••••••• C•••••• E••••• P••••••• I• •••• L••• | Venture Capital Fund | $83.7M | 60 | Mar 5, 2012 |
| C••••••• C•••••• E••••• P••••••• V• •••••••• L••• | Venture Capital Fund | $67.6M | 11 | Mar 5, 2012 |
| C••••••• C•••••• E••••• P••••••• V• ••••••••• L••• | Venture Capital Fund | $40.7M | 1 | Mar 5, 2012 |
| C••••••• C•••••• I•••••••• I••• L••no longer reported | Venture Capital Fund | $36.5M | 34 | Mar 5, 2012 |
| C••••••• C•••••• E••••• P••••••• I• •••••••• L•••no longer reported | Venture Capital Fund | $20.5M | 21 | Mar 5, 2012 |
| C••••••• C•••••• E••••• P••••••• I•• •••• L•••no longer reported | Venture Capital Fund | $16.4M | 107 | Mar 5, 2012 |
| C••••••• S••••••• P••••••• I••• L••• | Venture Capital Fund | $10.7M | 3 | Mar 23, 2016 |
| C••••••• C•••••• I••••••••• L••no longer reported | Venture Capital Fund | $10.6M | 17 | Mar 5, 2012 |
| C••••••• C•••••• E••••• P••••••• I• •••••• L••• | Venture Capital Fund | $9.8M | 4 | Mar 5, 2012 |
| C••••••• S••••••• P••••••• I•••• L••• | Venture Capital Fund | $8.9M | 3 | Mar 29, 2018 |
| C••••••• C•••••• E••••• P••••••• I•• •••••••• L•••no longer reported | Venture Capital Fund | $8.5M | 35 | Mar 5, 2012 |
| C••••••• C•••••• E••••• P••••••• I•• •••• L•••no longer reported | Venture Capital Fund | $811,687 | 81 | Mar 5, 2012 |
| C••••••• C•••••• E••••••• I•••••••• V• L•••no longer reported | Venture Capital Fund | $665,067 | 4 | Mar 5, 2012 |
| C••••••• C•••••• E••••••• I•••••••• I•• L• | Venture Capital Fund | $498,084 | 14 | Mar 5, 2012 |
| C••••••• C•••••• E••••••• I•••••••• V•• L•••no longer reported | Venture Capital Fund | $351,390 | 8 | Mar 13, 2015 |
| C••••••• C•••••• E••••• P••••••• I• •••••••• L•••no longer reported | Venture Capital Fund | $347,910 | 38 | Mar 5, 2012 |
| C••••••• C•••••• E••••• P••••••• I• •••• L•••no longer reported | Venture Capital Fund | $305,571 | 67 | Mar 5, 2012 |
| C••••••• C•••••• E••••• P••••••• I•• L•••no longer reported | Venture Capital Fund | $29,120 | 54 | Mar 5, 2012 |
| C••••••• C•••••• E••••••• I•••••••• I••• L••no longer reported | Venture Capital Fund | $21,377 | 9 | Mar 5, 2012 |
| C••••••• C•••••• E••••••• I••••••••• L••no longer reported | Venture Capital Fund | $4,776 | 5 | Mar 5, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••• J••••• R••••• · Partnercontrolsince 06/2014 · owns 10% to 25%
- F••••••• J••••• B••••• · Partnercontrolsince 01/2014 · owns 10% to 25%
- H••••• P••••••• B••••• · Partnercontrolsince 06/2014 · owns 10% to 25%
- K•••••• M••••• · Partnercontrolsince 06/2014 · owns 10% to 25%
- L••• J••••• R••••• · Cfocontrolsince 06/2024 · owns less than 5%
- L••••• B•••••••• S•••••• · Cco; Coocontrolsince 06/2024 · owns less than 5%
- S•••••• J•••• T•••• · Partnercontrolsince 01/2014 · owns 10% to 25%
- F••••••• J••••• B••••• · Membercontrolsince 01/2014 · owns 50% to 75% of C••••••• C•••••• G•• L••
- S•••••• J•••• T•••• · Membercontrolsince 01/2014 · owns 50% to 75% of C••••••• C•••••• G•• L••
Entity owners
- C••••••• C•••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B••• G• I• F•••••• L••pooled vehicle sponsorn
- B••• G• I• L••pooled vehicle sponsorn
- B••• S••• I• G•• L••pooled vehicle sponsorn
- C••••••• C•••••• E••••• P••••••• I• •••••••• L•••pooled vehicle sponsorn
- C••••••• C•••••• E••••• P••••••• I•• L•••pooled vehicle sponsorn
- C••••••• C•••••• E••••• P••••••• V• L•••pooled vehicle sponsorn
- C••••••• C•••••• E••••• P••••••• V•• L•••pooled vehicle sponsorn
- C••••••• C•••••• E••••• P••••••• V••• L•••pooled vehicle sponsorn
- C••••••• C•••••• E••••• P••••••• V•••• L•••pooled vehicle sponsorn
- C••••••• C•••••• I•• L••pooled vehicle sponsorn
- C••••••• C•••••• O••••••••• I• L••pooled vehicle sponsorn
- C••••••• C•••••• O••••••••• P••••••• I• L•••pooled vehicle sponsorn
- C••••••• C•••••• V• L••pooled vehicle sponsorn
- C••••••• C•••••• V•• L••pooled vehicle sponsorn
- C••••••• C•••••• V••• L••pooled vehicle sponsorn
- C••••••• C•••••• V•••• L••pooled vehicle sponsorn
- C••••••• S••••••• I•• L••pooled vehicle sponsorn
- C••••••• S••••••• I••• L••pooled vehicle sponsorn
- C••••••• S••••••• P••••••• G•• L•••pooled vehicle sponsorn
- C••••••• S••••••• P••••••• I• G•• L•••pooled vehicle sponsorn
- C••••••• S••••••• P••••••• I•• G•• L•••pooled vehicle sponsorn
- C••••••• S••••••• P••••••• V• G•• L•••pooled vehicle sponsorn
- C••••••• S••••••• V• L••pooled vehicle sponsorn
- C••••••• S•••••••• L••pooled vehicle sponsorn
- C••••••• T•••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · to unsetAug 21, 2026 to Sep 9, 2026
- Legal name · C••••••• C••••••• L••• to C••••••• C••••••, LLCAug 21, 2026 to Sep 9, 2026
- Organization form · Limited Partnership to Limited Liability CompanyAug 21, 2026 to Sep 9, 2026
- Private funds · 30 to unsetAug 21, 2026 to Sep 9, 2026
- Succession · false to unsetAug 21, 2026 to Sep 9, 2026
- Accounts · 27 to 31May 21, 2026 to Aug 21, 2026
- Advisory employees · 13 to 25May 21, 2026 to Aug 21, 2026
- Pooled vehicle clients · 27 to 31May 21, 2026 to Aug 21, 2026
- Employees · 23 to 54May 21, 2026 to Aug 21, 2026
- Private funds · 26 to 30May 21, 2026 to Aug 21, 2026
- Discretionary RAUM · $9.1B to $14BMay 21, 2026 to Aug 21, 2026
- Pooled vehicle RAUM · $9.1B to $14BMay 21, 2026 to Aug 21, 2026
- RAUM · $9.1B to $14BMay 21, 2026 to Aug 21, 2026
- Accounts · 24 to 27May 16, 2025 to Mar 27, 2026
- Advisory employees · 14 to 13May 16, 2025 to Mar 27, 2026
- Pooled vehicle clients · 24 to 27May 16, 2025 to Mar 27, 2026
- Private funds · 23 to 26May 16, 2025 to Mar 27, 2026
- Discretionary RAUM · $6.8B to $9.1BMay 16, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $6.8B to $9.1BMay 16, 2025 to Mar 27, 2026
- RAUM · $6.8B to $9.1BMay 16, 2025 to Mar 27, 2026
- Financial planning clients · unset to Mar 25, 2025 to May 16, 2025
- Accounts · 25 to 24Feb 12, 2025 to Mar 25, 2025
- Advisory employees · 21 to 14Feb 12, 2025 to Mar 25, 2025
- Pooled vehicle clients · 25 to 24Feb 12, 2025 to Mar 25, 2025
- Employees · 30 to 23Feb 12, 2025 to Mar 25, 2025
- Private funds · 21 to 23Feb 12, 2025 to Mar 25, 2025
- Discretionary RAUM · $6.0B to $6.8BFeb 12, 2025 to Mar 25, 2025
- Pooled vehicle RAUM · $6.0B to $6.8BFeb 12, 2025 to Mar 25, 2025
- RAUM · $6.0B to $6.8BFeb 12, 2025 to Mar 25, 2025
- Private funds · 23 to 21Mar 20, 2024 to Feb 12, 2025
- Accounts · 24 to 25Jul 10, 2023 to Mar 20, 2024
- Advisory employees · 20 to 21Jul 10, 2023 to Mar 20, 2024
- Pooled vehicle clients · 24 to 25Jul 10, 2023 to Mar 20, 2024
- Employees · 27 to 30Jul 10, 2023 to Mar 20, 2024
- Private funds · 22 to 23Jul 10, 2023 to Mar 20, 2024
- Discretionary RAUM · $4.7B to $6.0BJul 10, 2023 to Mar 20, 2024
- Pooled vehicle RAUM · $4.7B to $6.0BJul 10, 2023 to Mar 20, 2024
- RAUM · $4.7B to $6.0BJul 10, 2023 to Mar 20, 2024
- Accounts · 23 to 24Jul 7, 2022 to Mar 24, 2023
- Advisory employees · 21 to 20Jul 7, 2022 to Mar 24, 2023
Signals
7 dated events
- C••••••• C•••••• reported RAUM $13.8B, up 52% from $9.1B (2026-05-21 to 2026-08-21)Aug 21, 2026 · RAUM change · derived
- C••••••• C•••••• reported RAUM $9.1B, up 34% from $6.8B (2025-05-16 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- C••••••• C•••••• reported RAUM $6.0B, up 29% from $4.7B (2023-07-10 to 2024-03-20)Mar 20, 2024 · RAUM change · derived
- Alban Donald Doering (Partner) no longer on Schedule A of C••••••• C•••••• (listed 2023-07-10, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- Robert Jason Lee (Cfo) appeared on Schedule A of C••••••• C••••••Jul 10, 2023 · Control person joined · fact
- C••••••• C•••••• reported RAUM $4.7B, up 28% from $3.6B (2022-07-07 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- C••••••• C•••••• filed its initial SEC registration (Form ADV)Jul 7, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••• C•••••• · Independent Sponsorsshared crd · capital_provider
- C••••••• C•••••• · Private Equityshared crd · organization
- C••••••• C•••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/company/columbia-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- w••.c•••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 703-519-2000reportedpublic record, Form ADV, Sep 9, 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
C••••••• C•••••• 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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