# Colter Lewis Investment Partners, LLC

> Colter Lewis Investment Partners, LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 297213
- Filed as: COLTER LEWIS INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297213
- AdvisorCensus page: https://advisorcensus.com/firm/colter-lewis-investment-partners-llc-greenwich-ct-297213

## Quick answers

**How is Colter Lewis Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Colter Lewis Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**How much does Colter Lewis Investment Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Colter Lewis Investment Partners, LLC located?**
Colter Lewis Investment Partners, LLC's principal office is in Greenwich, CT, according to its Form ADV.

**Is Colter Lewis Investment Partners, LLC registered with the SEC or a state?**
Colter Lewis Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297213.

**How much does Colter Lewis Investment Partners, LLC manage?**
Colter Lewis Investment Partners, LLC reports $3,411,557,465 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (21% discretionary).

**How have Colter Lewis Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Colter Lewis Investment Partners, LLC: Regulatory assets under management: $835,215,000 in the October 2021 data and $3,411,557,465 in the October 2026 data, up 308%. Total employees: 7 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Colter Lewis Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (130).

**Which custodians does Colter Lewis Investment Partners, LLC use?**
Colter Lewis Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and JPMorgan Chase Bank, N.A. as custodians holding 10% or more of its separately managed account assets.

**Does Colter Lewis Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297213

**Does Colter Lewis Investment Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "Our normal minimum client net worth is $25mm. At the discretion of our Managing Members, the minimum net worth requirement may be waived."

**What changed in Colter Lewis Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $2,320,928,653 to $3,411,557,465 (+47%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> Fees for Full-Service Mandates and Advisory Mandates will range from 0.25% to 1.50%.

- Account minimum: $25,000,000 (the brochure says it may be waived or negotiated)

> Our normal minimum client net worth is $25mm. At the discretion of our Managing Members, the minimum net worth requirement may be waived.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- JPMorgan Chase Bank, N.A.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,411,557,465
- Discretionary: $723,981,144
- Non-discretionary: $2,687,576,321

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $25,000 |
| High net worth individuals | 130 | $3,363,812,991 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Fewer than 5 | $47,719,474 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 18 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- colterlewis.com
- LinkedIn @colter-lewis-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $835,215,000 | 7 | March 10, 2021 |
| October 2022 | $1,150,432,449 | 10 | March 15, 2022 |
| October 2023 | $1,472,078,978 | 12 | March 21, 2023 |
| October 2024 | $1,961,320,432 | 15 | August 28, 2024 |
| October 2025 | $2,320,928,653 | 17 | May 23, 2025 |
| October 2026 | $3,411,557,465 | 18 | March 19, 2026 |

Regulatory assets under management: $835,215,000 in the October 2021 data and $3,411,557,465 in the October 2026 data, up 308%.
Total employees: 7 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $2,320,928,653 to $3,411,557,465 (+47%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colter Lewis Investment Partners, LLC (CRD 297213): Form ADV filing data as of October 2026.