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LEWIS CAPITAL MANAGEMENT, LLLP

Advisory

N·

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM
$137M
1-Year AUM Growth
+6.7%
3-Year CAGR
-0.4%
Employees
1
Assets Under Management
Total AUM$137M
Discretionary AUM$137M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients70
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record36
First FilingMay 23, 2001
Latest FilingMar 11, 2026
🔒 Full AUM trend chart and 36 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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