COLTER LEWIS INVESTMENT PARTNERS, LLC
SEC RegisteredAdvice. Collaboration. Results.
About the firm
Colter Lewis is a multi-family office based in Greenwich, CT, advising ultra-high-net-worth families and investing personal capital alongside them. The firm implements robust investment portfolios, originates compelling investment opportunities, and provides comprehensive family office services for a select group of clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, curated investments across various asset classes, and family office services including asset aggregation, financial planning, estate and entity structuring, liquidity management, lending solutions, and tax strategies.
Who they serve
Ultra-high-net-worth families
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 130 | $3.4B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COLTER LEWIS INVESTMENT PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.