For advisors
Partner with CPM to bring vetted private markets
opportunities to your clients
Columbia Private Markets supports forward-thinking advisors with compliant, curated private offerings, robust infrastructure, and alignment-first partnerships.
Contact UsOur approach
Why Partner with CPM?
We understand that advisors need more than access — they need transparency, control, and a trusted platform. We built CPM to be more than a marketplace: we're a partner in structuring, compliance, and delivering private market opportunities in a way that supports your business and your clients.
Advisors as Fiduciaries — You remain in control of client selection, suitability, and relationship management.
Coordinated Compliance — We align our processes so you don't have to reinvent the wheel.
Clear Incentives — We take our regulatory obligations seriously, and all of our disclosures are designed to satisfy stringent regulatory requirements and expectations, including disclosures relating to conflicts of interest.
Advisor Benefits and Support
When you partner with CPM, you gain:
- Access to curated private offerings in credit, real estate, and equity
- Streamlined compliance and documentation to simplify execution
- Dedicated relationship support from our advisor team
- Clear, transparent compensation structures with no hidden conflicts
Reg BI
SEC Regulation Best Interest compliance built-in
Rules 5122/5123
Offering documents reviewed and filed per FINRA rules
Form CRS
Customer Relationship Summary available on request
Our commitment
Compliance and Partnership
Columbia Private Markets operates as a registered broker-dealer. We coordinate with advisors to ensure suitability, disclosures, and reporting are seamless — so you can focus on client relationships, not paperwork.
View our disclosures →