RIA Intel›Advisers›Connecticut›COLTER LEWIS INVESTMENT PARTNERS LLC

COLTER LEWIS INVESTMENT PARTNERS LLC

Advisory

N·GREENWICH, CT

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM

$3.4B

1-Year AUM Growth

+33.2%

3-Year CAGR

+27.9%

Employees

12

Assets Under Management

Total AUM$3.4B

Discretionary AUM$724M

Non-Discretionary AUM$2.7B

Discretionary %21.2%

Total Clients106

Team

Total Employees12

Investment Advisers18

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record14

First FilingJun 11, 2018

Latest FilingMar 19, 2026

🔒 Full AUM trend chart and 14 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COLTER LEWIS INVESTMENT PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.