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Lewis Capital Management, LLC

● SEC registered since 2005CRD 133619SEC# 801-63956Beverly Hills, CA
Export (members)
Reg. AUM
$180.2M
Employees
1
Accounts
184
Location
Beverly Hills, CA

Lewis Capital Management, LLC assets under management

Lewis Capital Management, LLC is a registered investment adviser overseen by the SEC based in Beverly Hills, CA. The firm has been registered since 2005. It reports $180.2 million in regulatory assets under management and employs 1 people.

Lewis Capital Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Diane Minter Lewis ControlTrustee Of The Lewis Family Trust Dated February 28, 2002Over 75%2026
Scott Craig Lewis ControlChief Compliance Officer & Portfolio ManagerUnder 5%1999
Scott Craig Lewis ControlTrustee Of The Lewis Family Trust Dated February 28, 2002Over 75%2026
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Frequently asked questions

How much does Lewis Capital Management, LLC manage?

Lewis Capital Management, LLC reports $180.2 million in regulatory assets under management on its Form ADV.

How many employees does Lewis Capital Management, LLC have?

Lewis Capital Management, LLC reports 1 employees.

Where is Lewis Capital Management, LLC located?

Lewis Capital Management, LLC is based in Beverly Hills, CA and has been SEC-registered since 2005.

Does Lewis Capital Management, LLC disclose fund performance?

Lewis Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9454 Wilshire Blvd., Suite M1, Beverly Hills, CA 90212
Phone310-276-1262
Office hours9:00 A.M - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$180.2M▲ 13%
Feb '25 — $159.4MMar '25 — $159.4MApr '25 — $159.4MMay '25 — $159.4MJun '25 — $159.4MJul '25 — $159.4MAug '25 — $159.4MSep '25 — $159.4MOct '25 — $159.4MNov '25 — $159.4MDec '25 — $159.4MJan '26 — $180.2MFeb '26 — $180.2MMar '26 — $180.2MApr '26 — $180.2MMay '26 — $180.2MJun '26 — $180.2M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$180.2Mregulatory AUM
Discretionary $180.2M