Allocator Index · CRD 171616

COLUMBIA ADVISORY PARTNERS, LLC

Spokane, WA · 509-822-3850 · facebook.com/capnorthwest

SEC IAPD record ↗

Fit score

68

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=75+16
  • employees 3-60+8

HNW clients

185

Other individuals

445

HNW assets

$183.7M

Total AUM

$312.6M

Employees

19

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
CAP PRIVATE CREDIT FUND, LPSecuritized Asset Fund$16.0M
SOUND CAP INCOME FUND LLCSecuritized Asset Fund$0