COLUMBIA THREADNEEDLE INVESTMENTS
Latest filing: Mar 28, 2024 (216 days ago)
AUM
$358,110,000
69% change vs. 1 year ago
22% change vs. 3 years ago
-82% change vs. 5 years ago
-92% change vs. 10 years ago
Employee Count
665
0% change vs. 1 year ago
-13% change vs. 3 years ago
-20% change vs. 5 years ago
-8% change vs. 10 years ago
Main Office
LONDON,
CANNON PLACE, LONDON, , UNITED KINGDOM, EC4N 6AG
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.2 |
| Institutional | $0.2 |
| Total | $0.4 |
| 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
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| BROWN BROTHERS HARRIMAN & CO. | NY-NY-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 88% | $0.1 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 8% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | $479.8 | broker-dealer | 6363 |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | $427.1 | 108257 | |
| PYRFORD INTERNATIONAL LTD | $8.6 | 105646 | |
| LIONSTONE PARTNERS, LLC | $4.4 | 160214 | |
| COLUMBIA THREADNEEDLE REAL ESTATE PARTNERS LLP | $0.0 | - | |
| THREADNEEDLE MANAGEMENT LUXEMBOURG S.A. | $0.0 | - | |
| THREADNEEDLE PORTFOLIO SERVICES HONG KONG LIMITED | $0.0 | broker-dealer | - |
| COLUMBIA THREADNEEDLE INVESTMENTS (ME) LIMITED | $0.0 | - | |
| THREADNEEDLE INVESTMENTS SINGAPORE (PTE.) LIMITED | $0.0 | - | |
| THREADNEEDLE PORTFOLIO SERVICES LIMITED | $0.0 | - | |
| THREADNEEDLE PORTFOLIO SERVICES AG | $0.0 | - | |
| THREADNEEDLE PENSIONS LIMITED | $0.0 | - | |
| COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. | $0.0 | broker-dealer | 840 |
| COLUMBIA THREADNEEDLE INVESTMENT BUSINESS LIMITED | $0.0 | - | |
| COLUMBIA THREADNEEDLE NETHERLANDS B.V. | $0.0 | - | |
| THREADNEEDLE INVESTMENTS (CHANNEL ISLAND) LIMITED | $0.0 | - | |
| THREADNEEDLE PROPERTY INVESTMENTS LIMITED | $0.0 | - | |
| THREADNEEDLE ASSET MANAGEMENT LIMITED | $0.0 | - | |
| AMERIPRISE TRUST COMPANY | $0.0 | trust company | - |
| COLUMBIA THREADNEEDLE MULTI-MANAGER LLP | $0.0 | - | |
| COLUMBIA THREADNEEDLE FUND MANAGEMENT LIMITED | $0.0 | - | |
| AMERIPRISE BANK, FSB | $0.0 | - | |
| COLUMBIA THREADNEEDLE MANAGEMENT (SWISS) GMBH | $0.0 | - | |
| CT REAL ESTATE PARTNERS GMBH & CO. KG | $0.0 | - | |
| COLUMBIA THREADNEEDLE REP AM PLC | $0.0 | - | |
| COLUMBIA THREADNEEDLE MANAGEMENT LIMITED | $0.0 | 111598 | |
| THREADNEEDLE INVESTMENT SERVICES LIMITED | $0.0 | broker-dealer | - |
| COLUMBIA THREADNEEDLE (EM) INVESTMENTS LIMITED | $0.0 | 160460 | |
| COLUMBIA THREADNEEDLE INVESTMENTS JAPAN CO., LTD. | $0.0 | broker-dealer | - |
| AMERIPRISE CAPTIVE INSURANCE COMPANY | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $0.4 | $0.0 | 0% | 665 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.0 | 0% | 665 | 0 | 0% |
| 2023-04-04 | $0.2 | $0.1 | 69% | 664 | 1 | 0% |
| 2022-04-01 | $0.3 | $0.0 | 13% | 771 | -106 | -14% |
| 2021-04-05 | $0.3 | $0.1 | 22% | 762 | -97 | -13% |
| 2020-04-01 | $1.6 | -$1.3 | -78% | 815 | -150 | -18% |
| 2019-04-01 | $1.9 | -$1.6 | -82% | 827 | -162 | -20% |
| 2018-04-02 | $0.5 | -$0.2 | -32% | 728 | -63 | -9% |
| 2017-04-01 | $3.6 | -$3.2 | -90% | 740 | -75 | -10% |
| 2016-04-01 | $3.3 | -$2.9 | -89% | 747 | -82 | -11% |
| 2015-04-01 | $4.1 | -$3.7 | -91% | 719 | -54 | -8% |
| 2014-04-01 | $4.4 | -$4.0 | -92% | 719 | -54 | -8% |
| 2013-04-01 | $4.0 | -$3.7 | -91% | 695 | -30 | -4% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV