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

8 active

Name Title
BUCKLEY, DARREL, JAMES CHIEF COMPLIANCE OFFICER
WATTS, RICHARD, ADRIAN CHIEF INVESTMENT OFFICER, EMEA
JACKSON, MICHAELA, CAROLINE DIRECTOR

ADVDB.CO • SOURCE: SEC

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