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 Aug 17, 2026

Regulatory AUM

$3.41B

Top 25% of cohort (national)

Discretionary AUM

$724.0M

Non-discretionary $2.69B

Clients

130

134 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.