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Columbia Capital

SEC-registered adviser since 2022Alexandria, VACRD 159616

31
Clients
25
Advisory staff

From Form ADV filed 9 September 2026 · data retrieved 15 October 2026SEC record

Columbia Capital is an investment adviser headquartered in Alexandria, Virginia, and registered with the SEC since 2022. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. Digital Cloud Holding, LLC owns 75% or more of Columbia Capital.

Clients

Columbia Capital serves 31 clients. The average client has about $446 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles31 clients100%
Show client breakdown
Pooled investment vehicles
Clients
31
Regulatory AUM
$13,837,922,735
Share
100.0%
Avg. per client
$446.4M

Total

Clients
31
Regulatory AUM
$13,837,922,735
Share
100%
Avg. per client
$446.4M

What it does

Columbia Capital provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Columbia Capital advises 30 private funds.

100.0% of assets ($13.84B across 31 accounts) are managed with discretion. 3% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Columbia Capital has custody of client assets.

Managed account assets by custodian
  • All other custodians$13.84B100%

Ownership and leadership

Digital Cloud Holding, LLC owns 75% or more of Columbia Capital.

Who owns the firm
Columbia Capital, LLC· the adviser
  • Digital Cloud Holding, LLC

    Control person · since September 2026

    Owns 75% or more of Columbia Capital, LLC

Leadership

  • James Fleming
    President
  • John Siegel
    Executive Vice President and Treasurer
  • Jason Lee
    CFO
  • Benjamin Lewis
    Cco; COO

Staff

  • 54 employees
  • 25 in advisory functions

Fees

Columbia Capital is paid through a percentage of assets under management and performance-based fees.

Columbia Capital’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Columbia Capital has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Virginia · 1 listed address

  • 204 S. Union Street, AlexandriaHQ

Registration details

Legal name
Columbia Capital, LLC
Headquarters
204 S. Union Street, Alexandria, VA 22314
Website
Not reported
SEC file
801-126354
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Columbia Capital have?

Columbia Capital has 31 clients and manages $13.8 billion for them, as of September 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026

What services does Columbia Capital offer?

Columbia Capital provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Columbia Capital have?

Columbia Capital has 0 investment adviser representatives registered with state securities authorities, out of 54 employees, and 25 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Columbia Capital?

Columbia Capital is owned through a chain of holding companies by Digital Realty Trust, Inc. Its direct owner is Digital Cloud Holding, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026

How does Columbia Capital get paid?

Columbia Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 9 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 159616.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Columbia Capital, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.