Colter Lewis Investment Partners, LLC
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About
Colter Lewis provides investment advisory services primarily to ultra‑high net worth and high net worth individuals, families, family offices, pension plans and endowments, with a normal minimum client net worth of $25 million (waivable by management). The firm offers both discretionary Full‑Service Mandates and non‑discretionary Advisory Mandates, constructing diversified portfolios across public and alternative asset classes including private capital funds, hedge funds, real estate and direct private investments.
The firm follows an active asset allocation process, develops customized Investment Policy Statements for discretionary clients, and conducts both quantitative and qualitative due diligence on recommended managers while dynamically monitoring portfolios. A distinctive operational feature is that a majority of assets are managed on a non‑discretionary basis (approximately $2.68 billion non‑discretionary versus $723 million discretionary as reported), reflecting frequent use of Advisory Mandates for sourcing and recommending alternative and private investment opportunities.
Colter Lewis also forms and advises pooled investment vehicles and may act as a joint‑venture partner in certain private investments, arrangements under which the firm or related parties can receive performance‑based fees or carried interests; the brochure discloses these compensation sources and describes policies intended to mitigate related conflicts. Founded in 2018 and owned equally by its two principals, the firm maintains custody of certain client assets subject to annual surprise examination and provides operational support such as account aggregation and assistance with third‑party subscription documents for its UHNW clients.
Client services
Expertise
Fee options
Fixed fees charged in certain limited Advisory Mandates; amounts vary.
0.25% to 1.50% (based on complexity, assets under management, and other factors; fees are negotiable case-by-case)
Performance-based fees may be earned by the Firm or related parties as joint venture partners in certain private investments.
Account minimum: $25,000,000 (minimum net worth) Minimum fee: Certain limited situations include fixed fees for some Advisory Mandates, details vary by client. Fee-only: Management fees based on assets under management; fixed fees in limited Advisory Mandates; no commissions accepted.
Main office
22 West Putnam Avenue, Second Floor
Greenwich CT 06830
Advisors at this office
4
Most active in
California · Connecticut · Florida · New Jersey · New York
Also doing business as
Colter Lewis Investment Partners LLC · Colter Lewis Investment Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bazel B
Series 65
Greenwich, CT
Colter Lewis Investment Partners, LLC
Bazel Brady is a financial advisor at Colter Lewis Investment Partners, LLC, holding a Series 65 designation. He began his advisory role at the firm in 2024 and previously worked at the University of Delaware for ten years. Colter Lewis Investment Partners provides investment advisory and portfolio management services primarily to ultra-high net worth and high net worth individuals and families, family offices, pension plans, and endowments. The firm employs an active asset allocation approach across various asset classes and offers both discretionary and non-discretionary mandates, managing approximately $2.32 billion in assets.
Avery T
Series 65
Greenwich, CT
Colter Lewis Investment Partners, LLC
Avery Topkis is a financial advisor at Colter Lewis Investment Partners, LLC, holding a Series 65 credential. He has been with the firm since 2022 and has four years of industry experience, following seven years as a student. Colter Lewis serves ultra‑high net worth and high net worth individuals, families, family offices, pension plans, and endowments, typically with a minimum client net worth of $25 million. The firm employs an active asset allocation strategy and manages diversified portfolios across public and alternative asset classes, with a significant portion of assets under non‑discretionary Advisory Mandates.
Laura F
Series 65, Series 63
Greenwich, CT
Colter Lewis Investment Partners, LLC
Laura Farrelly is a financial advisor at Colter Lewis Investment Partners, LLC with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Algonquin Advisors LLC for 10 years before joining Bank of America and Merrill in 2020. Farrelly serves as a board member of Fairfield County's Community Foundation, contributing to the Steering Committee focused on Women & Girls and participating in the Foundation’s investment or finance committee. Colter Lewis provides investment advisory services primarily to ultra-high net worth and high net worth individuals, families, family offices, pension plans, and endowments. The firm employs an active asset allocation process and offers both discretionary and non-discretionary mandates, specializing in diversified portfolios across public and alternative asset classes.
Michael W
Series 66
Greenwich, CT
Colter Lewis Investment Partners, LLC
Michael Wolson is a financial advisor at Colter Lewis Investment Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has been with BBR Partners since 2016. Colter Lewis provides investment advisory services primarily to ultra-high net worth and high net worth individuals, families, family offices, pension plans, and endowments. The firm employs an active asset allocation process and constructs diversified portfolios across public and alternative asset classes, focusing largely on non-discretionary advisory mandates.
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