Investment adviser · CRD 133619
LEWIS CAPITAL MANAGEMENT
Investment adviser filing (IA)
LEWIS CAPITAL MANAGEMENT, LLC
BEVERLY HILLS, CA, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $180M Form ADV · Item 5.F
- Client accounts
- 184 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 | 70 | $173,624,384 | 96.4% |
| Individuals | 13 | $4,730,754 | 2.6% |
| Corporations & businesses | Fewer than 5 | $1,803,863 | 1.0% |
Filing source
Form ADV 2068594 · Mar 10, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
9454 WILSHIRE BLVD., SUITE M1BEVERLY HILLS, CA, 90212, United States
CRD 133619
Filing source
Form ADV 2068594 · Mar 10, 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.