About Columbia Pacific Advisors
Columbia Pacific Advisors is a company based in Seattle (United States) founded in 2006 by Stan Baty, Dan Baty, and Alex Washburn was acquired by CI Financial in December 2021.. The company has 108 employees as of December 31, 2021. Columbia Pacific Advisors has completed 1 acquisition, including Hawthorn Retirement Group. Columbia Pacific Advisors offers products and services including Investment Advisory Services. Columbia Pacific Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, Northwestern Mutual, Morgan Stanley and Guggenheim Partners, among others.
- Headquarter Seattle, United States
- Employees 108 as on 31 Dec, 2021
- Founders Stan Baty, Dan Baty, Alex Washburn
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Columbia Pacific Advisors, Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
$114.69 M (USD), Debt – Conventional
Mar 06, 2018
-
Investors
CI Financial
& 1 more
-
Employee Count
108
as on Dec 31, 2021
- Investments & Acquisitions
-
Acquired by
CI Financial
(Dec 01, 2021)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Columbia Pacific Advisors
Columbia Pacific Advisors offers a comprehensive portfolio of products and services, including Investment Advisory Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides strategies and philosophy for investment decisions
Unlock access to complete
Unlock access to complete
Funding Insights of Columbia Pacific Advisors
- Total Funding Total Funding
- Total Rounds 1
- Last Round Debt – Conventional — $114.7M
-
First Round
First Round
(06 Mar 2018)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2018 | Amount | Debt – Conventional - Columbia Pacific Advisors | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Columbia Pacific Advisors
Columbia Pacific Advisors has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include CI Financial and HFF. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Corporate advisory services are provided to real estate firms.
|
Founded Year | Domain | Location | |
|
Wealth management and asset management advisory services are provided.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Columbia Pacific Advisors
Columbia Pacific Advisors has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Hawthorn Retirement Group. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Senior living communities are operated in the United States.
|
2000 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
OVO is recognized as a smart digital payment application.
|
2017 | ||||
|
Bionic investment advisor platform
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Columbia Pacific Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Columbia Pacific Advisors Comparisons
Competitors of Columbia Pacific Advisors
Columbia Pacific Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Northwestern Mutual, Morgan Stanley and Guggenheim Partners, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
|
|
| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
|
|
| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
|
|
| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Columbia Pacific Advisors
Frequently Asked Questions about Columbia Pacific Advisors
When was Columbia Pacific Advisors founded?
Columbia Pacific Advisors was founded in 2006 and raised its 1st funding round 12 years after it was founded.
Where is Columbia Pacific Advisors located?
Columbia Pacific Advisors is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
How many employees does Columbia Pacific Advisors have?
As of Dec 31, 2021, the latest employee count at Columbia Pacific Advisors is 108.
What does Columbia Pacific Advisors do?
Columbia Pacific Advisors was founded in 2006 and is headquartered in Seattle, United States. Operations focus on diversified investment management, encompassing various asset classes and strategies for institutional and private clients. The firm is led by co-founders Stan Baty, Dan Baty, and Alex Washburn, with Jeff Schrock serving as managing director. Services include portfolio management and advisory support in the financial sector.
Who are the top competitors of Columbia Pacific Advisors?
Columbia Pacific Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Columbia Pacific Advisors offer?
Columbia Pacific Advisors offers Investment Advisory Services.
How many acquisitions has Columbia Pacific Advisors made?
Columbia Pacific Advisors has made 1 acquisition, including Hawthorn Retirement Group.
Who are Columbia Pacific Advisors's investors?
Columbia Pacific Advisors has 2 investors. Key investors include CI Financial, and HFF.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.