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COLTER LEWIS INVESTMENT PARTNERS, LLC
COLTER LEWIS INVESTMENT PARTNERS LLC
CRD 297213 · SEC 801-113584
22 WEST PUTNAM AVENUE, SECOND FLOOR, GREENWICH, CT, 06830, United States
Phone
203-987-3090
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.41B
Discretionary AUM
$724.0M
Team
18 total employees; 12 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 130 | $3.36B |
States served
CA, NJ, NY, CT, FL
All web addresses on file
Official SEC filing: View on IAPD