Data / Investment advisers / Connecticut / Colter Lewis Investment Partners, LLC
Colter Lewis Investment Partners, LLC, Greenwich, CT: $3.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Colter Lewis Investment Partners, LLC is an SEC registered investment adviser with its main office in Greenwich, Connecticut and reports $3.4 billion in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees.
The request: Watch Colter Lewis Investment Partners, LLC (CRD number 297213): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 297213
- SEC file number
- 801-113584
- SEC status
- Approved, effective July 11, 2018
- Legal name
- Colter Lewis Investment Partners LLC
- Main office
- 22 West Putnam Avenue Second Floor, Greenwich, CT 06830
- Phone
- (203) 987-3090
- Website
- colterlewis.com
- Regulatory AUM
- $3,411,557,465 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $723,981,144
- Non discretionary AUM
- $2,687,576,321
- Accounts
- 134
- Employees
- 18, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 130 | $3.36 billion |
| Charitable organizations | Fewer than 5 | $47.7 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $25,000 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.41 billion | March 19, 2026 |
| December 1, 2025 | $2.32 billion | May 23, 2025 |
Other advisers in Greenwich
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Whitehaven Asset Management, LP | Greenwich | $4.18 billion | 2 | adviserinfo.sec.gov |
| Glade Brook Capital Partners LLC | Greenwich | $3.96 billion | 40 | adviserinfo.sec.gov |
| Sterling Investment Partners Advisers, LLC | Greenwich | $3.94 billion | 6 | adviserinfo.sec.gov |
| Soleus Capital Management, L.P. | Greenwich | $3.66 billion | 12 | adviserinfo.sec.gov |
| Greenwich Wealth Management, LLC | Greenwich | $3.52 billion | Not listed | adviserinfo.sec.gov |
| Sound Shore Management Inc | Greenwich | $3.40 billion | 1 | adviserinfo.sec.gov |
| Bharcap Partners, LLC | Greenwich | $3.24 billion | 8 | adviserinfo.sec.gov |
| Marblegate Asset Management, LLC | Greenwich | $2.92 billion | 15 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwich, CT
- Investment advisers in Connecticut
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Colter Lewis Investment Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.