Falists
← Back to search

LEWIS CAPITAL MANAGEMENT

LEWIS CAPITAL MANAGEMENT, LLC

CRD 133619 · SEC 801-63956

Visit website

9454 WILSHIRE BLVD., SUITE M1, BEVERLY HILLS, CA, 90212, United States

Phone

310-276-1262

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$180.2M

Discretionary AUM

$180.2M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals13$4.7M
High net worth individuals70$173.6M

States served

CA, MN

All web addresses on file

Official SEC filing: View on IAPD