Columbia Pacific Advisors

Seattle, United States Founded: 2006 • Age: 20 yrs Acquired By CI Financial
Diversified investment management services are provided across multiple sectors.
Annual revenue - Latest available
Total funding - 1 rounds
Employees 108 Tracked headcount
Investors 2 Known backers
Products 1 Services tracked
Competitors 11 Brand Intelligence

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
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Columbia Pacific Advisors, Llc
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    $114.69 M (USD), Debt – Conventional

    Mar 06, 2018

  • Investors
  • Employee Count
    108

    as on Dec 31, 2021

  • Investments & Acquisitions
  • Acquired by
    CI Financial

    (Dec 01, 2021)

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Products & Services of Columbia Pacific Advisors

Columbia Pacific Advisors offers a comprehensive portfolio of products and services, including Investment Advisory Services.

Product name locked
Category locked
Primary

Provides strategies and philosophy for investment decisions

People of Columbia Pacific Advisors

Headcount 10-50
Employee Profiles 17
Board Members and Advisors 1
Employee Profiles
People
Rich Chen
Compliance Analyst
People
Alex Washburn
Co-Founder & Managing Partner
People
Brad Shain
Managing Director, Direct Lending Strategy
People
Claudia Leslie
SVP, Capital Markets

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Board Members and Advisors
people
Dan Baty
Co-Founder

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Funding Insights of Columbia Pacific Advisors

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.

All
Institutional
Investor Description Founded Year Domain Location
Corporate advisory services are provided to real estate firms.
Locked Locked Locked
Wealth management and asset management advisory services are provided.
Locked Locked Locked
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Investor details for Columbia Pacific Advisors

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  • Investor domains
  • Investor locations
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  • Participation history

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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.

Investments
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Investment portfolio details for Columbia Pacific Advisors

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  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
Senior living communities are operated in the United States.
Locked Locked 2000 Locked
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Complete acquisition details for Columbia Pacific Advisors

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Financial Statements - Columbia Pacific Advisors

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Detailed financials for Columbia Pacific Advisors

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  • Profit trends
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Columbia Pacific Advisors Comparisons

Columbia Pacific Advisors Primary company
Description
Diversified investment management services are provided acro...
Location
Seattle, United States
Founded Year
2006
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
108
As of 2021
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Peer comparison for Columbia Pacific Advisors

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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.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
Locked Locked Locked
Global banking, investment, and wealth management services are offered worldwide.
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Northwestern Mutual is engaged in financial planning and insurance services.
Locked Locked Locked
Wealth management, investment advisory, and financial services are provided.
Locked Locked Locked
Asset management and investment advisory services are provided to clients.
Locked Locked Locked
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of Columbia Pacific Advisors

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Latest news on Columbia Pacific Advisors

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Complete news archive for Columbia Pacific Advisors

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Frequently Asked Questions about Columbia Pacific Advisors

Columbia Pacific Advisors was founded in 2006 and raised its 1st funding round 12 years after it was founded.

Columbia Pacific Advisors is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.

As of Dec 31, 2021, the latest employee count at Columbia Pacific Advisors is 108.

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.

Columbia Pacific Advisors's top competitors include Fidelity Investments, Investec and S&P Global.

Columbia Pacific Advisors offers Investment Advisory Services.

Columbia Pacific Advisors has made 1 acquisition, including Hawthorn Retirement Group.

Columbia Pacific Advisors has 2 investors. Key investors include CI Financial, and HFF.

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