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 in AdvizorPro
- Established Date
- 04-01-2018
- Office Locations
- 4
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.
Reported data analysis
What the numbers show
Between May 23, 2025 and March 19, 2026, reported AUM increased 47.0%, from $2.3B to $3.4B.
Across 5 reported observations, AUM increased 196.5% between March 15, 2022 and March 19, 2026, from $1.2B to $3.4B.
Of the latest reported AUM, 21.2% is discretionary and 78.8% is non-discretionary.
The firm reports 12 advisory representatives and 130 clients, or 10.8 clients per representative. That equates to $26.2M in reported AUM per client.
The profile lists 4 reported office locations and 8 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Fund Managers
- Geographic Focus
- Industry Interests
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The full Colter Lewis Investment Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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Jack Basner
Investment Analyst
- CRD
- --
Tim Bock
Managing Director
- CRD
- --
Showing 2 of 18 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
SMA allocation detail is available
Colter Lewis Investment Partners, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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