AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $6.8 |
Non-Discretionary | $0.0 |
Total | $6.8 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $6.8 |
Institutional | $0.0 |
Total | $6.8 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
COLUMBIA CAPITAL VI, LLC | $0.0 | - | |
BSCP GP I FEEDER, LLC | $0.0 | - | |
COLUMBIA SPECTRUM III, LLC | $0.0 | - | |
COLUMBIA CAPITAL EQUITY PARTNERS IV (NON-US), LTD. | $0.0 | - | |
COLUMBIA CAPITAL V, LLC | $0.0 | - | |
COLUMBIA CAPITAL EQUITY PARTNERS V, L.P. | $0.0 | - | |
COLUMBIA CAPITAL IV, LLC | $0.0 | - | |
COLUMBIA CAPITAL EQUITY PARTNERS VI, L.P. | $0.0 | - | |
COLUMBIA SPECTRUM, LLC | $0.0 | - | |
COLUMBIA SPECTRUM PARTNERS V GP, L.P. | $0.0 | - | |
BSCP GP I, LLC | $0.0 | - | |
COLUMBIA CAPITAL OPPORTUNITIES PARTNERS I, L.P. | $0.0 | - | |
COLUMBIA TRACT I GP, LLC | $0.0 | - | |
COLUMBIA CAPITAL VIII, LLC | $0.0 | - | |
COLUMBIA CAPITAL EQUITY PARTNERS VII, L.P. | $0.0 | - | |
COLUMBIA SPECTRUM V, LLC | $0.0 | - | |
COLUMBIA SPECTRUM PARTNERS III GP, L.P. | $0.0 | - | |
COLUMBIA CAPITAL EQUITY PARTNERS IV, L.P. | $0.0 | - | |
COLUMBIA SPECTRUM II, LLC | $0.0 | - | |
COLUMBIA CAPITAL VII, LLC | $0.0 | - | |
COLUMBIA SPECTRUM PARTNERS II GP, L.P. | $0.0 | - | |
COLUMBIA CAPITAL OPPORTUNITIES I, LLC | $0.0 | - | |
COLUMBIA SPECTRUM PARTNERS GP, L.P. | $0.0 | - | |
COLUMBIA CAPITAL EQUITY PARTNERS VIII, L.P. | $0.0 | - | |
BSCP SBIC II GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
10 active
Name | Title |
---|---|
FLEMING, JAMES, BARRIE | PARTNER, MEMBER |
SIEGEL, JOHN, TYLER | PARTNER, MEMBER |
HENDY, PATRICK, BAUMAN | PARTNER |
BOOMA, JASON, ROBERT | PARTNER |
KUNDRA, MONISH | PARTNER |
LEWIS, BENJAMIN, STEPHEN | CCO; COO |
LEE, JASON, ROBERT | CFO |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $6.8 | $0.0 | 0% | 23 | 0 | 0% |
2025-04-21 | $6.8 | $0.0 | 0% | 23 | 0 | 0% |
2024-04-02 | $6.0 | $0.8 | 13% | 30 | -7 | -23% |
2023-04-04 | $4.7 | $2.1 | 46% | 27 | -4 | -15% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
VA, VA-08/09/2022 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV