COLTER LEWIS INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2018

Total AUM

$3.4B

Discretionary

$724M

21% of AUM

Avg account

$25.5M

Accounts

134

Employees

Advisory reps

Firm details

Headquarters: GREENWICH, Connecticut
CRD number: 297213
Registered since: July 11, 2018
Website: colterlewis.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI98.6%
Charitable Organizations1.4%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Colter Lewis Investment Partners, LLC is an independent registered investment advisor that operates as a capital allocator for high-net-worth individuals and families. The firm combines portfolio management for individuals, small businesses and institutions with selection-of-other-advisers responsibilities—effectively blending discretionary portfolio management with outsourced manager selection for specialty strategies. Its fee model includes percentage-of-AUM fees, fixed fees and performance-based fees, which supports compensation structures commonly used for alternative investments and co-investments. The firm is not positioned as an ESG-focused manager and is structured as a limited liability company; it has been SEC-registered since 2018. Colter Lewis Investment Partners was named among Forbes’ Top RIA Firms in 2024.