AdFi
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COLTER LEWIS INVESTMENT PARTNERS, LLC

SEC Registered
GREENWICH, CThttps://colterlewis.com203-987-3090
Assets Under Management
$1B–$5B
Employees
18
Office Locations
1 office
Total Accounts
134

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit SharingState/Municipal

Who they serve

Client segmentClientsAssets managed
High Net Worth Individuals130$3.4B

0 total clients reported on Form ADV.

Leadership

Perry Colter Hoffmeister
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
Jeffrey Lewis Weiss
MANAGING MEMBER

Office locations

1 office in 1 state
CT
GREENWICHHQ

Advisors at this firm

1 advisor in the directory

Avery Topkis
Investment Adviser Representative
Investment Adviser Rep

Regulatory & compliance

CRD number
#297213
SEC Number
801-113584
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
View on SEC IAPDView on FINRA BrokerCheck

Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Website
colterlewis.com
Phone
203-987-3090

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Editorial disclosure

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.