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COLUMBIA THREADNEEDLE INVESTMENTS

LONDON, United Kingdom · CRD 131168 · IAPD ↗ · 0044-20-7464-5000

$358.1MRegulatory AUM
100Advisory reps
665Employees
2Clients
0Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

33
April 2025 — COLUMBIA THREADNEEDLE INVESTMENTS (LONDON, United Kingdom) left the SEC roster (was $358.1M RAUM, 100 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
41
April 2024 — COLUMBIA THREADNEEDLE INVESTMENTS reported RAUM up 69% ($211.9M -> $358.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.