Colter Lewis Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated March 19, 2026, reports $3.4B in regulatory assets under management, 18 employees, and 134 accounts.
Assets Under Management
$3.4B
Employees
18
Offices
--
Total Clients
130
Primary office
GREENWICH, CT
22 WEST PUTNAM AVENUE, SECOND FLOOR, GREENWICH, CT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
130
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.4Bas of March 19, 2026
Discretionary21.2%
$724M
21% of total RAUM21.2%
Non-discretionary78.8%
$2.7B
79% of total RAUM78.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.4B
Total Accounts134
10Y AUM Change+$3.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee7:1
10Y Employee Change+16 (+800.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.