Colter Lewis Investment Partners LLC
● SEC registered since 2018CRD 297213SEC# 801-113584Greenwich, CT
Reg. AUM
$3.41B
Employees
18
Accounts
134
Location
Greenwich, CT
Colter Lewis Investment Partners LLC assets under management
Colter Lewis Investment Partners LLC is an investment advisory firm registered with the SEC based in Greenwich, CT. The firm has been registered since 2018. It reports $3.4 billion in regulatory assets under management and employs 18 people.
Colter Lewis Investment Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Jonathan Felder Control | Chief Investment Officer | Under 5% | 2026 |
| Jeffrey Lewis Weiss Control | Managing Member | 50-75% | 2018 |
| Perry Colter Hoffmeister Control | Managing Member | 50-75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Colter Lewis Investment Partners LLC manage?
Colter Lewis Investment Partners LLC reports $3.4 billion in regulatory assets under management on its Form ADV.
How many employees does Colter Lewis Investment Partners LLC have?
Colter Lewis Investment Partners LLC reports 18 employees.
Where is Colter Lewis Investment Partners LLC located?
Colter Lewis Investment Partners LLC is based in Greenwich, CT and has been SEC-registered since 2018.
Does Colter Lewis Investment Partners LLC disclose fund performance?
Colter Lewis Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22 West Putnam Avenue, Second Floor, Greenwich, CT 06830 |
| Phone | 203-987-3090 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.41B▲ 47%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$3.41Bregulatory AUM
Discretionary $724MNon-discretionary $2.69B