SEC Form ADV

COLTER LEWIS INVESTMENT PARTNERS, LLC

Registered Investment AdviserCT
$3.4B
Assets Under Management
134
Total Clients
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Registration Details

Accession
CRD-297213
Location
GREENWICH, CT
Filing Date
March 19, 2026
AUM
$3.4B
Total Clients
134
Amendment
No

About this Adviser

COLTER LEWIS INVESTMENT PARTNERS, LLC is a registered investment adviser headquartered in GREENWICH, CT, managing approximately $3.4B in assets across 134 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.