COLTER LEWIS INVESTMENT PARTNERS LLC
Doing business as COLTER LEWIS INVESTMENT PARTNERS, LLC. SEC Form ADV profile.
Total regulatory AUM
$3,411,557,465
Discretionary
$723,981,144
Non-discretionary
$2,687,576,321
Firm details
- CRD number
- 297213
- SEC file number
- 801-113584
- Main office
- GREENWICH, CT, United States
- Employees
- 18
- SEC status
- Approved
- Website
- https://www.colterlewis.com
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.