Colter Lewis Investment Partners LLC (Greenwich)

Name: Colter Lewis Investment Partners LLC
Address: 22 West Putnam Avenue, Greenwich, CT, 06830
Telephone: 203-987-3090

Colter Lewis Investment Partners LLC is a large advisory firm based in Greenwich. It manages $143.7 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Connecticut.

Colter Lewis Investment Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Colter Lewis Investment Partners: assets under management

The assets under management (AUM) of Colter Lewis Investment Partners LLC is $143.7 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $132.7 million in discretionary accounts and $11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.23 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.5 million.

Investments

The firm invests in pooled investment vehicles the most. They account for 30% of the total AUM. The second-largest asset type is exchange traded securities, which make up 21% of the firm’s portfolio. Investments in investment and business development companies form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Colter Lewis Investment Partners LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Colter Lewis Investment Partners serves?

The only and largest group of clients of Colter Lewis Investment Partners is high net worth individuals with 5 clients and $143.7 million of assets under management. Among the 9 most similar advisory firms, Colter Lewis Investment Partners has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $143.7 million for 5 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Colter Lewis Investment Partners doesn't advise any private funds.

Careers at Colter Lewis Investment Partners LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Perry Colter Hoffmeister	Managing member and chief compliance officer	1 Apr 2018	50% - 75%	2102809
Jeffrey Lewis Weiss	Managing member	1 Apr 2018	50% - 75%	1232711

Based in Greenwich

The principal office where Colter Lewis Investment Partners LLC performs its advisory services is located at 22 West Putnam Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-987-3090. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at colterlewis.com and its LinkedIn profile.