Private Markets,
Built Around Your Practice
Columbia Private Markets gives your clients access to carefully curated private placements — while you stay focused on relationships. We handle deal sourcing, due diligence, and compliance.
Why advisors choose CPM
We Fit Into
Your Practice
CPM acts as your private markets back-office — not a competing channel. No disruption to your client relationships, just expanded capabilities.
Rigorous Due Diligence
Every deal goes through rigorous underwriting and sponsor evaluation before it ever reaches your desk.
Compliance Infrastructure
FINRA-registered, Reg BI compliant, with all offering documents, disclosures, and filings handled end-to-end.
Advisor-Aligned Model
CPM plugs directly into your existing practice and back office — no workflow disruption, no competing channels, just seamless private markets access built around how you already work.
Simple process
How It Works for Advisors
Join the Network
A simple credentialing step connects you to our advisor platform and deal pipeline.
Stay Ahead of the Curve
Be among the first to know when new opportunities across alternative categories become available.
Present With Confidence
Leverage our in-depth materials to support informed client conversations.
Operational Support, Built In
We handle the documentation, reporting, and administrative details on your behalf.
Featured Offering
Spotlight Deal
Hartley Opportunity Fund
A diversified alternative investment fund designed to deliver consistent risk-adjusted returns across market cycles through a disciplined, multi-strategy approach.
Fund Overview
Our edge
Where Expertise Meets
Private Access
We built CPM to be the partner you always wished you had — institutional-grade infrastructure without the institutional friction.
End-to-End Compliance
We handle every filing, every disclosure, every regulatory touchpoint — so the only thing you need to focus on is your client relationship.
Curated, Not Commoditized
We don't bring every deal to market. Only what clears our bar makes it to you.
Transparent Economics
Fee structures are clear before you ever present to a client — no awkward conversations, no surprises, nothing to walk back.
Streamlined Onboarding
A smooth client experience reflects well on you. Our digital onboarding makes every transaction feel effortless.
True Back-Office Partner
We're not a vendor — we're an extension of your practice. The infrastructure, reporting, and administration are ours to manage so you stay focused on growth.
Ready to expand your practice?
Let's Talk About Your Clients
Schedule a 20-minute intro call to see if CPM is a fit for your practice and review our current deal pipeline.