| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cap Private Credit Fund, LP | Securitized Asset | $10.4M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Daniel Russell Control | Vice President | 10-25% | 2019 |
| Kimberly Patricia Smith Control | Chief Financial Officer | 10-25% | 2025 |
| Paul Werner Felsch Control | Chief Compliance Officer | Under 5% | 2025 |
Columbia Advisory Partners, LLC reports $262.8 million in regulatory assets under management on its Form ADV.
Columbia Advisory Partners, LLC manages 1 private funds with combined gross assets of $10.4 million.
Columbia Advisory Partners, LLC reports 18 employees.
Columbia Advisory Partners, LLC is based in Spokane, WA and has been SEC-registered since 2019.
Columbia Advisory Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6501 N Cedar Road, Building 4, Suite C, Spokane, WA 99208 |
| Phone | 509-822-3850 |
| Fax | 509-822-3850 |
| Office hours | 8:00 - 4:30 |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1808179 |
| Discloses disciplinary history | No |
| Discretionary | $207.2M |
| Non-discretionary | $55.6M |
| Total (RAUM) | $262.8M |