COLTER LEWIS INVESTMENT PARTNERS LLC
Legal name: COLTER LEWIS INVESTMENT PARTNERS, LLC
CRD #297213 SEC #801-113584 GREENWICH, CT 203-987-3090
SEC Registered
Total AUM
$2.3B
Discretionary
$486.4M
Employees
17
Clients
--
Accounts
114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $2.3B | $486.4M | $1.8B | 17 | 0 |
| Mar 2025 | $2.3B | $486.4M | $1.8B | 17 | 0 |
| Aug 2024 | $2B | $329.5M | $1.6B | 15 | 0 |
| Mar 2024 | $2B | $329.5M | $1.6B | 15 | 0 |
| Mar 2023 | $1.5B | $266.8M | $1.2B | 12 | 0 |
| Mar 2023 | $1.5B | $266.8M | $1.2B | 12 | 0 |
| Mar 2022 | $1.2B | $361.5M | $788.9M | 10 | 0 |
| Mar 2022 | $1.2B | $361.5M | $788.9M | 10 | 0 |
| Mar 2021 | $835.2M | $295.5M | $539.8M | 7 | 0 |
| Jun 2020 | $447.3M | $165M | $282.3M | 5 | 0 |
| Jun 2020 | $447.3M | $165M | $282.3M | 5 | 0 |
| Mar 2020 | $447.3M | $165M | $282.3M | 5 | 0 |
| Aug 2019 | $143.7M | $132.7M | $11M | 4 | 0 |
| Mar 2019 | $143.7M | $132.7M | $11M | 4 | 0 |
| Oct 2018 | $107.7M | $0 | $107.7M | 2 | 0 |
| Jun 2018 | $0 | $0 | $0 | 2 | 0 |
DateMay 2025
Total AUM$2.3B
Discretionary$486.4M
Non-Disc.$1.8B
Employees17
Clients0
DateMar 2025
Total AUM$2.3B
Discretionary$486.4M
Non-Disc.$1.8B
Employees17
Clients0
DateAug 2024
Total AUM$2B
Discretionary$329.5M
Non-Disc.$1.6B
Employees15
Clients0
DateMar 2024
Total AUM$2B
Discretionary$329.5M
Non-Disc.$1.6B
Employees15
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$266.8M
Non-Disc.$1.2B
Employees12
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$266.8M
Non-Disc.$1.2B
Employees12
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$361.5M
Non-Disc.$788.9M
Employees10
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$361.5M
Non-Disc.$788.9M
Employees10
Clients0
DateMar 2021
Total AUM$835.2M
Discretionary$295.5M
Non-Disc.$539.8M
Employees7
Clients0
DateJun 2020
Total AUM$447.3M
Discretionary$165M
Non-Disc.$282.3M
Employees5
Clients0
DateJun 2020
Total AUM$447.3M
Discretionary$165M
Non-Disc.$282.3M
Employees5
Clients0
DateMar 2020
Total AUM$447.3M
Discretionary$165M
Non-Disc.$282.3M
Employees5
Clients0
DateAug 2019
Total AUM$143.7M
Discretionary$132.7M
Non-Disc.$11M
Employees4
Clients0
DateMar 2019
Total AUM$143.7M
Discretionary$132.7M
Non-Disc.$11M
Employees4
Clients0
DateOct 2018
Total AUM$107.7M
Discretionary$0
Non-Disc.$107.7M
Employees2
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0