| Owner | Title | From | %Ownership |
|---|---|---|---|
| Crump, Derek, Ashton | President, Chief Investment Officer, Chief Operating Officer | 05/2015 | < 5% |
| Spragins, Alan, Wood | General Counsel | 08/2012 | < 5% |
| Calaguio, Cheryll, June | Chief Compliance Officer | 03/2018 | < 5% |
| Ci Private Wealth Us LLC | Owner | 12/2021 | > 75% |
| Ci Private Wealth Holdings, LLC | Owner | 12/2021 | > 75% |
| Ci Us, LLC | Owner | 12/2021 | > 75% |
| Ci Us Holdings Inc | Owner | 12/2021 | > 75% |
| Ci Financial Corp | Owner | 12/2021 | > 75% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Columbia Pacific Wealth Management | $6.06 bn | |
| Columbia Pacific Alternatives Fund I, LP | $41.41 mm | Other Private Fund |
| CP Endowment Fund, LP | $343.54 mm | Other Private Fund |
| CP Multi-asset Fund, LP | $176.04 mm | Other Private Fund |
| CP Yield Fund, LP | $11.44 mm | Other Private Fund |
