COLUMBIA PARTNERS LLC Overview

Columbia Partners Llc Inv Mgmt is an investment advisor that manages 2.7 BN dollars in regulatory AUM and has 23 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 47% of the manager's regulatory AUM.

COLUMBIA PARTNERS LLC StockAlpha

-8.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

COLUMBIA PARTNERS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EPR 2.4% Financials -8.61% -0.54% 1 5%
GOOG 2.31% Tech -0.78% -0.04% 0 34%
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COLUMBIA PARTNERS LLC Founders and Key Employees

Name Title In Position Since
Lester G. Fant Management Committee Member October-1995
Rhys H. Williams Principal, Acting Chief Investment Officer, Sr. Equity Portfolio Manager, Management Committee Member And Unitholder August-1997
Terence W. Collins Principal, Vice Chairman Of Management Committee,And Unitholder October-2002
Robert A. Vonpentz Principal, Chairman Of Management Committee, Member Unitholder October-1995
Steven J. Binder Principal, Director, Client Relations, Management Committee Member,Member Of Executive Committee And Unitholder October-2002
Kenneth D. Scott President, Chief Operating Officer, Member Of Executive Committee/Management Committee And Unitholder; Chief Compliance Officer October-2002

COLUMBIA PARTNERS LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

COLUMBIA PARTNERS LLC Investment Strategy

ITEM 8 - METHODS OF ANALYSIS, INVESTMENT STRATEGIES AND RISKS OF LOSS

Introduction

We manage assets in a number of different investment strategies. Our clients choose from among those strategies based on how they wish the portion of their assets they entrust to our direction to be managed. In general, we manage only a portion of a client’s total assets, which reflects the largely institutional nature of our client base.

We manage growth equities in large, small to mid and small market capitalization categories. We also manage core equities in the large and small market capitalization categories. We manage fixed income securities in core and intermediate strategies, with an emphasis on quality. See below for more detail on our products.



Methods of Analysis and Sources of Information.

We have a detailed set of investment analysis approaches we use for each investment strategy. Each strategy is run by a team leader who is overse...
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COLUMBIA PARTNERS LLC Portfolio Concentration

COLUMBIA PARTNERS LLC Location

5425 WISCONSIN AVENUE
SUITE 700
CHEVY CHASE, Maryland
UNITED STATES, 20815

COLUMBIA PARTNERS LLC Contact Information

Phone Number: 240-482-0400
Fax Number: 240-482-0401
Website:

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