Columbia Capital, L.P.
- Regulatory AUM
- $9.1B
- Discretionary
- $9.1B
- Clients
- 27
- Avg AUM / client
- $337M
- Accounts
- 27
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 27 | $9.1B | 100.0% |
Private funds (23)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Columbia Spectrum Partners V A, L.P. | Venture Capital Fund | Delaware | $1.1B | 96 |
| Columbia Tract Partners I A, L.P. | Real Estate Fund | Delaware | $920M | 79 |
| Columbia Capital Equity Partners Vi (Qp), L.P. | Venture Capital Fund | Delaware | $643M | 47 |
| Columbia Capital Equity Partners Vii (Qp), L.P. | Venture Capital Fund | Delaware | $526M | 69 |
| Columbia Capital Equity Partners Viii A, L.P. | Venture Capital Fund | Delaware | $357M | 40 |
| Bscp Sbic I, Lp master | Other Private Fund | Delaware | $353M | 81 |
| Columbia Capital Equity Partners Viii B, L.P. | Venture Capital Fund | Delaware | $326M | 22 |
| Columbia Spectrum Partners Ii A, L.P. | Venture Capital Fund | Delaware | $287M | 56 |
| Columbia Capital Opportunities Fund I B, L.P. | Venture Capital Fund | Delaware | $246M | 10 |
| Columbia Spectrum Partners I A, L.P. | Venture Capital Fund | Delaware | $215M | 50 |
| Columbia Capital Equity Partners V (Qp), L.P. | Venture Capital Fund | Delaware | $197M | 30 |
| Columbia Capital Equity Partners Vii (Non Us), L.P. | Venture Capital Fund | Delaware | $184M | 9 |
| Columbia Spectrum Partners Iii A, L.P. | Venture Capital Fund | Delaware | $119M | 10 |
| Bscp Sbic Ii, Lp | Other Private Fund | Delaware | $112M | 60 |
| Columbia Capital Equity Partners Vi (Non Us), L.P. | Venture Capital Fund | Delaware | $106M | 13 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Intermountain Healthcare Pension Plan Intermountain Health Care, Inc. | 2024 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fleming, James, Barrie | Partner | Jan 2014 (13y) | ≈ 0% – 3.75% via Columbia Capital Gp, Llc | |
| Siegel, John, Tyler | Partner | Jan 2014 (13y) | ≈ 0% – 3.75% via Columbia Capital Gp, Llc | |
| Booma, Jason, Robert | Partner | Jun 2014 (12y) | 10% – 25% | |
| Hendy, Patrick, Bauman | Partner | Jun 2014 (12y) | 10% – 25% | |
| Kundra, Monish | Partner | Jun 2014 (12y) | 10% – 25% | |
| Lee, Jason, Robert | Cfo | Jun 2024 (2y) | Less than 5% | |
| Lewis, Benjamin, Stephen | Cco; Coo | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Columbia Capital Gp, Llc | General Partner | Jan 2014 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fleming, James, Barrie: 50% – 75% of Columbia Capital Gp, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Siegel, John, Tyler: 50% – 75% of Columbia Capital Gp, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (23, $6.0B gross assets)
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Intermountain Healthcare Pension Plan | Intermountain Health Care, Inc. | 25,307 | $3.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 6.43 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗