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.
Partner
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.
We believe in:
- 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 — our fees are aligned with your success, and we never create hidden conflicts.
Benefits
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.
Partnership
Compliance and Partnership
Columbia Private Markets operates as a registered broker-dealer, providing the compliance backbone and governance needed to navigate private markets responsibly. We coordinate with advisors to ensure suitability, disclosure, and reporting are seamless—so you can focus on client relationships, not paperwork.
Process
How It Works
Onboard
Complete advisor registration and compliance verification.
Explore
Browse curated deals aligned with your clients’ goals.
Engage
Present and facilitate investments through our platform.
Monitor
Access ongoing updates and reporting.
