CPWM is a fund manager in Seattle with $6.06 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
CPCM, LLC
SEC CIK
SEC advisor number
801-72122
FINRA CRD number
156225
AUM ?
$6.06 bn
(as of 22 Nov 22)
Accounts
4,850
(as of 22 Nov 22)
Employees
39
(27 investment advisory or research)
Address
CPWM
1910 FAIRVIEW AVENUE EAST
SUITE 200
SEATTLE
WA 98102
1910 FAIRVIEW AVENUE EAST
SUITE 200
SEATTLE
WA 98102
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
2062573577
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Crump, Derek, Ashton | President, Chief Investment Officer, Chief Operating Officer | 05/2015 | < 5% |
Spragins, Alan, Wood | General Counsel | 08/2012 | < 5% |
Calaguio, Cheryll, June | Chief Compliance Officer | 03/2018 | < 5% |
Ci Private Wealth Us LLC | Owner | 12/2021 | > 75% |
Ci Private Wealth Holdings, LLC | Owner | 12/2021 | > 75% |
Ci Us, LLC | Owner | 12/2021 | > 75% |
Ci Us Holdings Inc | Owner | 12/2021 | > 75% |
Ci Financial Corp | Owner | 12/2021 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Columbia Pacific Wealth Management | $6.06 bn | |
Columbia Pacific Alternatives Fund I, LP | $41.41 mm | Other Private Fund |
CP Endowment Fund, LP | $343.54 mm | Other Private Fund |
CP Multi-asset Fund, LP | $176.04 mm | Other Private Fund |
CP Yield Fund, LP | $11.44 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20