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COLTER LEWIS INVESTMENT PARTNERS, LLC

GREENWICH, CT · CRD 297213 · IAPD ↗ · colterlewis.com · 203-987-3090

$3.41BRegulatory AUM
12Advisory reps
18Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2026 — COLTER LEWIS INVESTMENT PARTNERS, LLC reported RAUM up 47% ($2.32B -> $3.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — COLTER LEWIS INVESTMENT PARTNERS, LLC now reports custody of client assets ($30.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
April 2024 — COLTER LEWIS INVESTMENT PARTNERS, LLC notice-filed in CA, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — COLTER LEWIS INVESTMENT PARTNERS, LLC reported RAUM up 33% ($1.47B -> $1.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — COLTER LEWIS INVESTMENT PARTNERS, LLC now reports 1 private fund(s) ($7.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.