Investment adviser · CRD 297213
COLTER LEWIS INVESTMENT PARTNERS, LLC
Investment adviser filing (IA)
COLTER LEWIS INVESTMENT PARTNERS LLC
GREENWICH, CT, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $3.41B Form ADV · Item 5.F
- Client accounts
- 134 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 130 | $3,363,812,991 | 98.6% |
| Charities | Fewer than 5 | $47,719,474 | 1.4% |
| Individuals | Fewer than 5 | $25,000 | 0.0% |
Filing source
Form ADV 2065896 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CLIP TOWERS FUND LLCReal Estate Fund · Last reported Aug 28, 2024$7.5MGross asset value
Form D fundraising filings
CLIP Towers Investment Fund LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
PKF O'CONNOR DAVIES
PCAOB 127
Fund details & source
- Fund ID
- 805-3745181276
- Reported beneficial owners
- 40
- Minimum commitment
- $100K
- Form D file number
- 021-356189
Form ADV 1898431 · Aug 28, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
22 WEST PUTNAM AVENUE, SECOND FLOORGREENWICH, CT, 06830, United States
CRD 297213
Filing source
Form ADV 2065896 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.