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Lewis Capital Management, LLLP

● SEC registered since 2000CRD 112463SEC# 801-57799
Export (members)
Reg. AUM
$136.8M
Employees
1
Accounts
60
Location

Lewis Capital Management, LLLP assets under management

Lewis Capital Management, LLLP is a registered investment adviser overseen by the SEC. The firm has been registered since 2000. It reports $136.8 million in regulatory assets under management and employs 1 people.

Lewis Capital Management, LLLP owners & executives

1 reported
NameTitleOwnershipSince
Charles Sherman Lewis ControlPartner And Chief Compliance OfficerOver 75%2000

Frequently asked questions

How much does Lewis Capital Management, LLLP manage?

Lewis Capital Management, LLLP reports $136.8 million in regulatory assets under management on its Form ADV.

How many employees does Lewis Capital Management, LLLP have?

Lewis Capital Management, LLLP reports 1 employees.

Does Lewis Capital Management, LLLP disclose fund performance?

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

Contact & registration

Phone239-404-1093
Office hours8 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$136.8M▲ 8%
Mar '25 — $126.5MApr '25 — $126.5MMay '25 — $126.5MJun '25 — $126.5MJul '25 — $126.5MAug '25 — $126.5MSep '25 — $126.5MOct '25 — $126.5MNov '25 — $126.5MDec '25 — $126.5MJan '26 — $126.5MFeb '26 — $126.5MMar '26 — $136.8MApr '26 — $136.8MMay '26 — $136.8MJun '26 — $136.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$136.8Mregulatory AUM
Discretionary $136.8M