Investment adviser · CRD 110392

COLUMBIA FINANCIAL ADVISORS INC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

HOUSTON, TX, United States · Form ADV filed Apr 26, 2023

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

THMJH FAMILY PARTNERS, LTDPrivate Equity Fund · Last reported Apr 26, 2023$15.9MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1946910748
Reported beneficial owners
2
Minimum commitment
$5

Form ADV 1752530 · Apr 26, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

COLUMBIA GROUP, L.P.Hedge Fund · Last reported Apr 9, 2021$41.4MGross asset value
Custodian BBVA HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9351718424
Reported beneficial owners
53
Minimum commitment
$50K

Form ADV 1530203 · Apr 9, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 26, 2023. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

1 GREENWAY PLAZA, SUITE 850
HOUSTON, TX, 77046-0196, United States

CRD 110392

Filing source

Form ADV 1752530 · Apr 26, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.