Columbia Private Trust
$26.5M reported client assets across 3 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Marin Capital Management, Llc | $19.0M | $171M | 11.1% | 03/30/2026 |
| Argos Wealth Advisors Llc | $7.5M | $1.0B | 0.7% | 03/24/2026 |
| Cook Pine Capital Llc | $84.6K | $490M | 0.0% | 03/26/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.