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| Colter Lewis Investment Partners LLC
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|---|---|
| CRD # | 297213 |
| SEC # | 801-113584 |
| CIK # | |
| AUM | $2.0 BB (2024-08-28) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 203-987-3090 |
| Address | 22 West Putnam Avenue Greenwich, CT 06830 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | CLIP Towers Fund LLC | [2024-03-25] | 13.6 | 7.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.2 |
| (b) Individuals (high net worth individuals) | 87 | 1,947.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 7.5 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 0 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 93 | 1,961.3 |
| By Discretionary | ||
| Discretionary | 19 | 329.5 |
| Non-Discretionary | 74 | 1,631.9 |
| Total | 93 | 1,961.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,961.3 | |
| Total | 93 | 1,961.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jeffrey Weiss | 14 | ||
| Perry Hoffmeister | 4 | ||
| Colter Lewis Investment Partners LLC | 4 | ||
| Colter Lewis Investment Partnrsllc | 1 |
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