Experience You Can Invest In
Columbia Private Markets was founded by a team of investors, operators, and advisors who share a belief that private markets should be built on trust, discipline, and partnership. We combine decades of experience across private equity, real estate, and financial services to help investors engage in private markets with confidence and clarity.
$28.90M
Assets under management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
Mission
Our Mission
At Columbia Private Markets, our mission is simple: to make private markets accessible, compliant, and efficient for investors, advisors, and issuers.
We believe that meaningful investing happens when access meets integrity. That’s why CPM combines due diligence, trusted partnerships, and a streamlined investment experience, so our clients can participate confidently in private markets built for long-term growth.
team
Our Leadership
Name
Chief Executive Officer
Steve has over 20 years of experience in investment
management and financial planning. He oversees $40M+ in real
estate and credit fund assets and is the founder of CAP
Northwest and The Hartley Funds. At CPM, he leads strategy,
sponsor relationships, and platform growth.
Name
Chief Compliance Officer
Paul oversees compliance and regulatory strategy for CPM, ensuring all offerings meet FINRA and SEC standards. With over two decades of experience leading compliance programs at major investment firms, he brings a practical, forwardthinking approach to governance and risk management.
Name
Financial Operations Principal
Kim manages financial operations and regulatory filings for
CPM. With a background in ccounting and over 15 years of
experience in finance and operations, she ensures accuracy,
compliance, and efficiency across the firm’s systems and
reporting.
values
Our Values
Integrity
We lead with transparency and accountability in every relationship.
Rigor
Each offering we present is vetted through a disciplined, institutional-style diligence process.
Alignment
We believe investors, sponsors, and our platform succeed best when incentives are shared and clearly defined.
Accessibility
Our goal is to open doors—to private credit, real estate, and equity opportunities—through a seamless, modern platform.
Stewardship
We view every investment as a responsibility, not a transaction, and act as long-term partners to our investors and issuers alike.
