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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.