← Directory
COLTER LEWIS INVESTMENT PARTNERS, LLC
Legal name: COLTER LEWIS INVESTMENT PARTNERS LLC
CRD 297213File 801-113584
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.41B
Top 25% of cohort (national)
Discretionary AUM
$724.0M
Non-discretionary $2.69B
Clients
130
134 accounts
Employees
18
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 11, 2018
- Principal office
- 22 WEST PUTNAM AVENUE, SECOND FLOOR, GREENWICH, CT, 06830
- Phone
- 203-987-3090
- Website
- https://www.colterlewis.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.41B
- Discretionary AUM
- $724.0M
- Non-discretionary AUM
- $2.69B
- Discretionary accounts
- 40
- Non-discretionary accounts
- 94
- Total accounts
- 134
- AUM per client
- $26.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $47.7M |
| High net worth individuals | 130 | $3.36B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $25K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 18 | increased by1 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 106 | 130 | increased by24 |
| Apr 1, 2026 | AUM | $2,320,928,653 | $3,411,557,465 | increased by$1,090,628,812 |
| Apr 1, 2026 | Accounts | 114 | 134 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 17 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 66 | 106 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,150,432,449 | $2,320,928,653 | increased by$1,170,496,204 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 67 | 114 | increased by47 |
| Apr 1, 2022 | Employees | 7 | 10 | increased by3 |
| Apr 1, 2022 | Clients | 52 | 66 | increased by14 |
| Apr 1, 2022 | AUM | $835,215,000 | $1,150,432,449 | increased by$315,217,449 |
| Apr 1, 2022 | Accounts | 52 | 67 | increased by15 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COLTER LEWIS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLTER LEWIS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.