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Fund of Funds / Seeder SEC Form ADV 7.B Roadshow Hub: Seattle, WA HQ: Seattle, WA

Columbia Pacific Wealth Management

$6.7B Total AUM · Institutional LP profile covering 3 historical fund disclosure records ($495.6M parsed USD across disclosed rows) across disclosed strategy exposure in Fund of Funds (investment geography mandates are evaluated separately from LP headquarters). 3 complete primary source trails are open below without registration.

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Disclosed Records
3
3 Open Source Trails Below
Sum of Disclosed Rows
$495.6M
Total AUM: $6.7B
Median Disclosed Amount
$136.4M
Range: $14.3M – $344.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/3)
1 Gatekeepers · 1 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Columbia Pacific Wealth Management

3 Open Source Trails (No Registration)

Showing all 3 tracked historical disclosure records for Columbia Pacific Wealth Management (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Cp Endowment Fund, LPAdviser 7.B Vehicle Fund of Funds 2024
$344.9M
Adviser-managed fund GAV · As of March 2023
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Cp Multi-Asset Fund, LPAdviser 7.B Vehicle Fund of Funds 2024
$136.4M
Adviser-managed fund GAV · As of March 2023
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Cp Yield Fund, LPAdviser 7.B Vehicle Fund of Funds 2024
$14.3M
Adviser-managed fund GAV · As of March 2023
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
100% of Indexed Public Disclosure Rows Shown Above (3/3): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Columbia Pacific Wealth Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Columbia Pacific Wealth Management

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Columbia Pacific Wealth Management (2 shared vehicles tracked; showing top 1 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

Corient IA LLC

Fund of Funds / Seeder Miami, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cp Endowment Fund, LP (2024 Vintage)
Columbia Pacific Wealth Management: $344.9M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Corient IA LLC: $378.4M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Cp Multi-Asset Fund, LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Columbia Pacific Wealth Management

You are viewing 3 open public preview records — all 3 currently indexed public disclosure records for Columbia Pacific Wealth Management are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Columbia Pacific Wealth Management

Fund of Funds LPs →

Frequently Asked Questions: Columbia Pacific Wealth Management

What type of institutional allocator is Columbia Pacific Wealth Management and what is their typical disclosed ticket size?

Columbia Pacific Wealth Management is categorized under Fund of Funds / Seeder (Regional Roadshow Hub: Seattle, WA; Headquarters: Seattle, WA). Across 3 historical disclosure records tracked on Prilago ($495.6M total parsed USD across disclosed rows), the median disclosed amount is $136.4M (range: $14.3M to $344.9M).

Which private-market strategies appear in Columbia Pacific Wealth Management's public disclosures?

Columbia Pacific Wealth Management has disclosed records across Fund of Funds. Open preview records include Cp Endowment Fund, LP (2024 Vintage), Cp Multi-Asset Fund, LP (2024 Vintage), Cp Yield Fund, LP (2024 Vintage).

How are Columbia Pacific Wealth Management's historical records substantiated and separated from active searches on Prilago?

Records for Columbia Pacific Wealth Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 3 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Columbia Pacific Wealth Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/columbia-pacific-wealth-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Columbia Pacific Wealth Management?

In Prilago's bilateral commitment graph, Columbia Pacific Wealth Management shares resolved underlying fund vehicles with 1 institutional LPs across 2 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Corient IA LLC (2 shared vehicles, e.g. Cp Endowment Fund, LP (2024 Vintage)).

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