CRD: 297213
Colter Lewis Investment Partners, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2018
- Office Locations
- 5
Office Locations
About Colter Lewis Investment Partners, LLC
Colter Lewis Investment Partners is a Greenwich-based RIA implementing robust portfolios and providing family office support across asset aggregation, financial planning, estate/entity structuring, liquidity, lending, and tax strategy. The firm is diligence-led, with institutional-quality risk analytics, and leverages relationships with distinctive managers across asset classes—often enabling clients to access alternatives as direct LPs rather than via feeder funds. Custody is supported by Fidelity/NFS.
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Owner & Executives
PERRY COLTER HOFFMEISTER
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
JEFFREY LEWIS WEISS
Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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Michael Alpert
Managing Director
- CRD
- --
Jack Basner
Investment Analyst
- CRD
- --
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $723,981,144 | $18,099,529 |
| Non-Discretionary | $2,687,576,321 | $28,591,237 |
| Total | $3,411,557,465 | $25,459,384 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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