{
  "crd_number": 108257,
  "slug": "columbia-management-investment-advisers-llc-boston-ma-108257",
  "primary_business_name": "COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC",
  "legal_name": "COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC",
  "dbas": [
    "COLUMBIA MANAGEMENT",
    "COLUMBIA MANAGEMENT CAPITAL ADVISERS",
    "COLUMBIA MANAGEMENT INVESTMENT ADVISERS",
    "COLUMBIA THREADNEEDLE",
    "COLUMBIA THREADNEEDLE INVESTMENTS",
    "COLUMBIA THREADNEEDLE INVESTMENTS NORTH AMERICA",
    "SELIGMAN",
    "SELIGMAN INVESTMENTS",
    "SELIGMAN VENTURES"
  ],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1985-12-20",
  "years_registered": 40,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 502404181723.0,
  "raum_discretionary": 501386731497.0,
  "raum_non_discretionary": 1017450226.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 914,
  "advisory_employees": 440,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 532599820.0,
      "count": 11,
      "description": "TAFT HARTLEY"
    },
    "charitable": {
      "raum": 1303674625.0,
      "count": 72
    },
    "individuals": {
      "raum": 1008607211.0,
      "count": 3045
    },
    "banking_thrift": {
      "raum": 13673793427.0,
      "count": 2,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 2801873154.0,
      "count": 15
    },
    "insurance_companies": {
      "raum": 54693862898.0,
      "count": 9
    },
    "investment_companies": {
      "raum": 315815716695.0,
      "count": 186
    },
    "pension_profit_sharing": {
      "raum": 18781156163.0,
      "count": 95
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1885501314.0,
      "count": 495
    },
    "pooled_investment_vehicles": {
      "raum": 42988107237.0,
      "count": 173
    },
    "corporations_other_businesses": {
      "raum": 35763301925.0,
      "count": 139
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 13155987254.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://ameriprise.com",
    "https://columbiathreadneedle.com",
    "https://columbiathreadneedleus.com",
    "https://columbiathreadneedleus.com/blog",
    "https://linkedin.com/company/columbia-threadneedle-investments",
    "https://linkedin.com/company/seligman-investments-and-ventures",
    "https://seligman.com",
    "https://youtube.com/user/ColumbiaManagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108257",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/columbia-management-investment-advisers-llc-boston-ma-108257",
  "display_name": "Columbia Management Investment Advisers, LLC",
  "summary": "Columbia Management Investment Advisers, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 1985, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.",
  "citation": "AdvisorCensus. Columbia Management Investment Advisers, LLC (CRD 108257): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Columbia Management Investment Advisers, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Columbia Management Investment Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Columbia Management Investment Advisers, LLC located?",
      "a": "Columbia Management Investment Advisers, LLC's principal office is in Boston, MA, according to its Form ADV; the October 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Columbia Management Investment Advisers, LLC registered with the SEC or a state?",
      "a": "Columbia Management Investment Advisers, LLC is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 108257."
    },
    {
      "q": "How much does Columbia Management Investment Advisers, LLC manage?",
      "a": "Columbia Management Investment Advisers, LLC reports $502,404,181,723 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Columbia Management Investment Advisers, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Columbia Management Investment Advisers, LLC: Regulatory assets under management: $408,205,032,592 in the October 2021 data and $502,404,181,723 in the October 2026 data, up 23%. Total employees: 1,004 in October 2021 and 914 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Columbia Management Investment Advisers, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,045); high net worth individuals (495); investment companies (186)."
    },
    {
      "q": "Which custodians does Columbia Management Investment Advisers, LLC use?",
      "a": "Columbia Management Investment Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America, JPMorgan Chase Bank, N.A. and State Street Bank & Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Columbia Management Investment Advisers, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108257"
    },
    {
      "q": "What changed in Columbia Management Investment Advisers, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its office addresses in Chicago, IL. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 408205032592.0,
      "total_employees": 1004,
      "filing_date": "2021-09-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 469254453721.0,
      "total_employees": 988,
      "filing_date": "2022-07-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 388388690314.0,
      "total_employees": 1010,
      "filing_date": "2023-09-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 427057574198.0,
      "total_employees": 1008,
      "filing_date": "2024-06-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 457482709435.0,
      "total_employees": 910,
      "filing_date": "2025-05-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 502404181723.0,
      "total_employees": 914,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its office addresses in Chicago, IL.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Seligman Ventures.",
        "Employees performing advisory functions went from 392 to 440.",
        "No longer lists an office in Stamford, CT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank of America",
      "name_as_filed": "BANK OF AMERICA",
      "affiliated": false
    },
    {
      "name": "JPMorgan Chase Bank, N.A.",
      "name_as_filed": "JPMORGAN CHASE BANK, N.A.",
      "affiliated": false
    },
    {
      "name": "State Street Bank & Trust Company",
      "name_as_filed": "STATE STREET BANK & TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/columbia-management-investment-advisers-llc-boston-ma-108257.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3045,
      "fewer_than_5": false,
      "raum": 1008607211.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 495,
      "fewer_than_5": false,
      "raum": 1885501314.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 2,
      "fewer_than_5": true,
      "raum": 13673793427.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 186,
      "fewer_than_5": false,
      "raum": 315815716695.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 173,
      "fewer_than_5": false,
      "raum": 42988107237.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 95,
      "fewer_than_5": false,
      "raum": 18781156163.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 72,
      "fewer_than_5": false,
      "raum": 1303674625.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 2801873154.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 9,
      "fewer_than_5": false,
      "raum": 54693862898.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 9,
      "fewer_than_5": false,
      "raum": 13155987254.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 139,
      "fewer_than_5": false,
      "raum": 35763301925.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 11,
      "fewer_than_5": false,
      "raum": 532599820.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108257",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}