COLUMBIA WANGER ASSET MANAGEMENT, LLC

Latest filing: May 08, 2024 (175 days ago)

AUM

$6,445,113,844
1% change vs. 1 year ago
-43% change vs. 3 years ago
-32% change vs. 5 years ago
-84% change vs. 10 years ago

Employee Count

13
-58% change vs. 1 year ago
-58% change vs. 3 years ago
-76% change vs. 5 years ago
-83% change vs. 10 years ago

Main Office

CHICAGO, IL
71 SOUTH WACKER, CHICAGO, IL, UNITED STATES, 60606-4637

Client AUM

Discretion AUM
Discretionary $6.4
Non-Discretionary $0.0
Total $6.4
Client AUM
Retail $0.0
Pooled $6.4
Institutional $0.0
Total $6.4
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

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

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

Affiliates AUM Business Types CRD Number
AMERIPRISE FINANCIAL SERVICES, LLC $479.8 broker-dealer 6363
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC $427.1 108257
LIONSTONE PARTNERS, LLC $4.4 160214
COLUMBIA CENT CLO ADVISERS, LLC $2.6 310864
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. $0.0 broker-dealer 26506
ADVISORY CAPITAL STRATEGIES GROUP, INC. $0.0 -
AMERIPRISE CAPTIVE INSURANCE COMPANY $0.0 -
RIVERSOURCE LIFE INSURANCE COMPANY $0.0 -
AMERIPRISE TRUST COMPANY $0.0 trust company -
THREADNEEDLE INVESTMENTS SINGAPORE (PTE) LIMITED $0.0 -
AMERIPRISE BANK, FSB $0.0 -
RIVERSOURCE DISTRIBUTORS, INC. $0.0 broker-dealer 139135
RIVERSOURCE LIFE INSURANCE COMPANY OF NEW YORK $0.0 -
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. $0.0 broker-dealer 840

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

7 active

Name Title
MERGEN, MELDA MANAGING DIRECTOR AND GLOBAL HEAD OF EQUITIES
DEFAO, MICHAEL, E VICE PRESIDENT, CHIEF LEGAL OFFICER AND ASSISTANT SECRETARY
CLARKE, MICHAEL, GERALD SENIOR VICE PRESIDENT, HEAD OF NORTH AMERICAN OPERATIONS AND CO-HEAD OF GLOBAL OPERATIONS
DEVERY, PATRICK, CHRISTOPHER CHIEF COMPLIANCE OFFICER
MASCHMEYER, ERIKA, KATHERINE VICE PRESIDENT

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 $6.4 $0.0 0% 13 0 0%
2024-04-02 $6.4 $0.0 0% 13 0 0%
2023-04-04 $6.4 $0.1 1% 31 -18 -58%
2022-04-01 $11.2 -$4.8 -43% 31 -18 -58%
2021-04-05 $11.4 -$4.9 -43% 31 -18 -58%
2020-04-01 $10.3 -$3.8 -37% 55 -42 -76%
2019-04-01 $9.4 -$3.0 -32% 55 -42 -76%
2018-04-02 $13.5 -$7.1 -52% 55 -42 -76%
2017-04-01 $13.8 -$7.4 -53% 62 -49 -79%
2016-04-01 $20.4 -$13.9 -68% 77 -64 -83%
2015-04-01 $39.8 -$33.3 -84% 76 -63 -83%
2014-04-01 $39.8 -$33.3 -84% 76 -63 -83%
2013-04-01 $32.4 -$25.9 -80% 76 -63 -83%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
IL, IL-05/28/1992
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV