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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOFFMEISTER, PERRY, COLTER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
| WEISS, JEFFREY, LEWIS | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
May 23, 2025 REGISTERED
Notice Filings (5)
CA CT FL NJ NY
Address
22 WEST PUTNAM AVENUESECOND FLOOR
GREENWICH, CT 06830
United States
Phone: 203-987-3090