Columbia Advisory Partners, LLC
● SEC registered since 2019CRD 171616SEC# 801-116703Spokane, WA
Ranks #4,528 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$312.6M
Fund GAV
$16M
Private funds
2
Employees
19
Accounts
1,822
Location
Spokane, WA
Columbia Advisory Partners, LLC assets under management
Columbia Advisory Partners, LLC is an SEC-registered investment adviser based in Spokane, WA. The firm has been registered since 2019. It reports $312.6 million in regulatory assets under management and employs 19 people. Columbia Advisory Partners, LLC manages 2 private funds with combined gross assets of $16 million, including Cap Private Credit Fund, LP. By regulatory assets, it ranks 4,528 of 6,004 private fund managers.
Columbia Advisory Partners, LLC private funds
2 funds · $16M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cap Private Credit Fund, LP | Securitized Asset | $16M | $50K |
| Sound Cap Income Fund LLC | Securitized Asset | — | $100K |
Columbia Advisory Partners, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Agent Smith, LLC Control | Owner | 10-25% | 2025 |
| Columbia Advisory Group, LLC Control | Owner | 50-75% | 2025 |
| Jeremy Daniel Russell Control | Chief Investment Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Columbia Advisory Partners, LLC manage?
Columbia Advisory Partners, LLC reports $312.6 million in regulatory assets under management on its Form ADV.
How many private funds does Columbia Advisory Partners, LLC manage?
Columbia Advisory Partners, LLC manages 2 private funds with combined gross assets of $16 million.
How many employees does Columbia Advisory Partners, LLC have?
Columbia Advisory Partners, LLC reports 19 employees.
Where is Columbia Advisory Partners, LLC located?
Columbia Advisory Partners, LLC is based in Spokane, WA and has been SEC-registered since 2019.
Does Columbia Advisory Partners, LLC disclose fund performance?
Columbia Advisory Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$312.6M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$312.6Mregulatory AUM
Discretionary $243MNon-discretionary $69.6M
Service providers
Administrator