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Building 2COLTER LEWIS INVESTMENT PARTNERS, LLC

Map pinGREENWICH, CT
Phone203-987-3090
NotebookSEC #801-113584
Total AUM
$3.4B
Employees
18
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 WEST PUTNAM AVENUE
SECOND FLOOR
GREENWICH
CT 06830
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
203-987-3090

ReceiptFinancials

Total AUM
$3.4B
Accounts
134
Discretionary
$724M
Accounts
40
Non-Discretionary
$2.7B
Accounts
94

ContactClients

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Individual Clients
1
AUM
$25K
HNW Individual Clients
130
AUM
$3.4B
Charitable Organization Clients
1
AUM
$47.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNY

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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