Investment adviser · CRD 111168

COLUMBIA WANGER ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Jun 3, 2025

Regulatory AUM
$5.83B
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies7$5,830,000,000100.0%
Filing source

Form ADV 1995397 · Jun 3, 2025 · Item 5.D

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

Private funds & service providers

1 Private fund

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

WANGER SOCIALLY RESPONSIVE FUND, LLCHedge Fund · Last reported Jul 18, 2022$16.7MGross asset value

Form D fundraising filings

WANGER SOCIALLY RESPONSIVE FUND, LLC

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP MINNEAPOLIS, Minnesota, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Marketer COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. BOSTON, Massachusetts, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
CRD 840 · SEC 8-25845

Fund details & source
Fund ID
805-7847228794
Reported beneficial owners
2
Minimum commitment
$5M
Form D file number
021-279616

Form ADV 1660816 · Jul 18, 2022 · 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: Jun 3, 2025. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

71 SOUTH WACKER, SUITE 2500
CHICAGO, IL, 60606-4637, United States

CRD 111168

Filing source

Form ADV 1995397 · Jun 3, 2025 · 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.