Luke Coogan

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 06/2019
  Deawm Distributors, Inc
  Chicago, IL
• 06/2019 → 07/2024
  North Square Investments
  Chicago, IL
• 11/2019 → 12/2022
  Compass Distributors, Llc
  Chicago, IL
• 12/2022 → 07/2024
  Foreside Fund Services, Llc
  Chicago, IL
• 07/2024 → Present
  Columbia Management Investment Distributors, Inc.
  Boston, MA
• 07/2024 → Present
  Columbia Management Investment Advisers, Llc
  Boston, MA

Previous Registrations

• 2019-07-24 → 2024-11-15
  North Square Investments, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-24
• S63 Uniform Securities Agent State Law Examination
  2015-06-19

Other Names

• Luke Edward Coogan
• Luke E Coogan