COLUMBIA ASSET MANAGEMENT, L.L.C.
CRD #124174 SEC #801-62115 ANN ARBOR, MI 734-665-1455
SEC Registered
Total AUM
$1.1B
Discretionary
$979.4M
Employees
6
Clients
251
Accounts
1,327
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.1B | $979.4M | $71.7M | 6 | 5 |
| Mar 2025 | $1.1B | $979.4M | $71.7M | 7 | 5 |
| May 2024 | $979.9M | $910.6M | $69.3M | 7 | 5 |
| May 2024 | $979.9M | $910.6M | $69.3M | 7 | 5 |
| Mar 2024 | $979.9M | $910.6M | $69.3M | 7 | 5 |
| Apr 2023 | $794.8M | $731.3M | $63.5M | 6 | 10 |
| Mar 2022 | $858.8M | $856M | $2.9M | 6 | 10 |
| Mar 2022 | $858.8M | $856M | $2.9M | 6 | 10 |
| Mar 2021 | $706.9M | $706.8M | $87.8K | 6 | 1 |
| Jun 2020 | $642.6M | $590.7M | $51.9M | 6 | 1 |
| Mar 2020 | $642.6M | $590.7M | $51.9M | 6 | 1 |
| Aug 2019 | $579.9M | $516M | $63.9M | 4 | 1 |
| Mar 2019 | $579.9M | $516M | $63.9M | 4 | 1 |
| Mar 2018 | $519.5M | $516.3M | $3.1M | 5 | 1 |
| Sep 2017 | $500.6M | $443.3M | $57.3M | 5 | 200 |
| Apr 2017 | $500.6M | $443.3M | $57.3M | 5 | 200 |
| May 2016 | $434.1M | $374.4M | $59.7M | 5 | 100 |
| Mar 2016 | $434.1M | $374.4M | $59.7M | 5 | 100 |
| Mar 2015 | $414.6M | $350.9M | $63.6M | 4 | 100 |
| Mar 2014 | $354.8M | $296.8M | $57.9M | 4 | 100 |
| Apr 2013 | $329.6M | $279.6M | $50M | 3 | 100 |
| Mar 2012 | $298.3M | $245.7M | $52.6M | 1 | 110 |
| Mar 2011 | $306M | $232.6M | $73.4M | 5 | -- |
| Mar 2011 | $306M | $232.6M | $73.4M | 5 | -- |
| Apr 2010 | $237.6M | $216.1M | $21.5M | 5 | -- |
| Apr 2009 | $162.8M | $149.1M | $13.7M | 5 | -- |
| Mar 2009 | $162.8M | $149.1M | $13.7M | 5 | -- |
| Mar 2008 | $232.4M | $211M | $21.4M | 5 | -- |
| Mar 2007 | $173.2M | $153.6M | $19.6M | 5 | -- |
| Dec 2006 | $119.3M | $105M | $14.3M | 5 | -- |
| Mar 2006 | $119.3M | $105M | $14.3M | 5 | -- |
| Sep 2005 | $68.9M | $60.4M | $8.5M | 5 | -- |
DateApr 2025
Total AUM$1.1B
Discretionary$979.4M
Non-Disc.$71.7M
Employees6
Clients5
DateMar 2025
Total AUM$1.1B
Discretionary$979.4M
Non-Disc.$71.7M
Employees7
Clients5
DateMay 2024
Total AUM$979.9M
Discretionary$910.6M
Non-Disc.$69.3M
Employees7
Clients5
DateMay 2024
Total AUM$979.9M
Discretionary$910.6M
Non-Disc.$69.3M
Employees7
Clients5
DateMar 2024
Total AUM$979.9M
Discretionary$910.6M
Non-Disc.$69.3M
Employees7
Clients5
DateApr 2023
Total AUM$794.8M
Discretionary$731.3M
Non-Disc.$63.5M
Employees6
Clients10
DateMar 2022
Total AUM$858.8M
Discretionary$856M
Non-Disc.$2.9M
Employees6
Clients10
DateMar 2022
Total AUM$858.8M
Discretionary$856M
Non-Disc.$2.9M
Employees6
Clients10
DateMar 2021
Total AUM$706.9M
Discretionary$706.8M
Non-Disc.$87.8K
Employees6
Clients1
DateJun 2020
Total AUM$642.6M
Discretionary$590.7M
Non-Disc.$51.9M
Employees6
Clients1
DateMar 2020
Total AUM$642.6M
Discretionary$590.7M
Non-Disc.$51.9M
Employees6
Clients1
DateAug 2019
Total AUM$579.9M
Discretionary$516M
Non-Disc.$63.9M
Employees4
Clients1
DateMar 2019
Total AUM$579.9M
Discretionary$516M
Non-Disc.$63.9M
Employees4
Clients1
DateMar 2018
Total AUM$519.5M
Discretionary$516.3M
Non-Disc.$3.1M
Employees5
Clients1
DateSep 2017
Total AUM$500.6M
Discretionary$443.3M
Non-Disc.$57.3M
Employees5
Clients200
DateApr 2017
Total AUM$500.6M
Discretionary$443.3M
Non-Disc.$57.3M
Employees5
Clients200
DateMay 2016
Total AUM$434.1M
Discretionary$374.4M
Non-Disc.$59.7M
Employees5
Clients100
DateMar 2016
Total AUM$434.1M
Discretionary$374.4M
Non-Disc.$59.7M
Employees5
Clients100
DateMar 2015
Total AUM$414.6M
Discretionary$350.9M
Non-Disc.$63.6M
Employees4
Clients100
DateMar 2014
Total AUM$354.8M
Discretionary$296.8M
Non-Disc.$57.9M
Employees4
Clients100
DateApr 2013
Total AUM$329.6M
Discretionary$279.6M
Non-Disc.$50M
Employees3
Clients100
DateMar 2012
Total AUM$298.3M
Discretionary$245.7M
Non-Disc.$52.6M
Employees1
Clients110
DateMar 2011
Total AUM$306M
Discretionary$232.6M
Non-Disc.$73.4M
Employees5
Clients--
DateMar 2011
Total AUM$306M
Discretionary$232.6M
Non-Disc.$73.4M
Employees5
Clients--
DateApr 2010
Total AUM$237.6M
Discretionary$216.1M
Non-Disc.$21.5M
Employees5
Clients--
DateApr 2009
Total AUM$162.8M
Discretionary$149.1M
Non-Disc.$13.7M
Employees5
Clients--
DateMar 2009
Total AUM$162.8M
Discretionary$149.1M
Non-Disc.$13.7M
Employees5
Clients--
DateMar 2008
Total AUM$232.4M
Discretionary$211M
Non-Disc.$21.4M
Employees5
Clients--
DateMar 2007
Total AUM$173.2M
Discretionary$153.6M
Non-Disc.$19.6M
Employees5
Clients--
DateDec 2006
Total AUM$119.3M
Discretionary$105M
Non-Disc.$14.3M
Employees5
Clients--
DateMar 2006
Total AUM$119.3M
Discretionary$105M
Non-Disc.$14.3M
Employees5
Clients--
DateSep 2005
Total AUM$68.9M
Discretionary$60.4M
Non-Disc.$8.5M
Employees5
Clients--