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Colter Lewis Investment Partners LLC

● SEC registered since 2018CRD 297213SEC# 801-113584Greenwich, CT
Export (members)
Reg. AUM
$2.32B
Employees
17
Accounts
114
Location
Greenwich, CT

Colter Lewis Investment Partners LLC assets under management

Colter Lewis Investment Partners LLC is an investment advisory firm registered with the SEC based in Greenwich, CT. The firm has been registered since 2018. It reports $2.3 billion in regulatory assets under management and employs 17 people.

Colter Lewis Investment Partners LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Lewis Weiss ControlManaging Member50-75%2018
Perry Colter Hoffmeister ControlManaging Member And Chief Compliance Officer50-75%2018

Frequently asked questions

How much does Colter Lewis Investment Partners LLC manage?

Colter Lewis Investment Partners LLC reports $2.3 billion in regulatory assets under management on its Form ADV.

How many employees does Colter Lewis Investment Partners LLC have?

Colter Lewis Investment Partners LLC reports 17 employees.

Where is Colter Lewis Investment Partners LLC located?

Colter Lewis Investment Partners LLC is based in Greenwich, CT and has been SEC-registered since 2018.

Does Colter Lewis Investment Partners LLC disclose fund performance?

Colter Lewis Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address22 West Putnam Avenue, Second Floor, Greenwich, CT 06830
Phone203-987-3090
Office hours9a.m. To 5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$486.4M
Non-discretionary$1.83B
Total (RAUM)$2.32B