COLTER LEWIS INVESTMENT PARTNERS, LLC
COLTER LEWIS INVESTMENT PARTNERS LLC Legal Name
Adviser information for COLTER LEWIS INVESTMENT PARTNERS, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 19 | $329.5M |
| Non-Discretionary | 74 | $1.6B |
| Total | 93 | $2.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $179,043 |
| HNW Individuals | 87 | $1.9B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $7.5M |
| Pension and profit sharing plans | <5 | $545,544 |
| Charitable organizations | <5 | $5.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-113584 |
|---|---|
| SEC ERA File Number | 801-113584 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297213 |
| Legal Entity Identifier | None |
Principal Office
22 WEST PUTNAM AVENUESECOND FLOOR
GREENWICH
CT
United States
Monday - Friday, 9AM TO 5PM
Tel: 203-987-3090, Fax: None
Chief Compliance Officer
PERRY HOFFMEISTER
MANAGING MEMBER
22 WEST PUTNAM AVENUE
SECOND FLOOR
GREENWICH
CT
United States
Tel:
203-987-3090
P****@**************M
(Full email address available in API data)
Regulatory Contact
JEFFREY WEISS
MANAGING MEMBER
22 WEST PUTNAM AVENUE
SECOND FLOOR
GREENWICH
CT
United States
Tel:
203-987-3226
J***@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLIP TOWERS FUND LLC | Real Estate Fund | $7.5M | $0.1M | 40 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HOFFMEISTER, PERRY, COLTER | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 04/2018 | 50-75% |
| WEISS, JEFFREY, LEWIS | Individual | – | MANAGING MEMBER | 04/2018 | 50-75% |