A complete list of active advisors currently associated with Colter Lewis Investment Partners, LLC
Warmer can help you find a great advisor at Colter Lewis Investment Partners, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Colter Lewis Investment Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Greenwich, CT
| 1
| |
Greenwich, CT
| 14
| |
Greenwich, CT
| 0
| |
Greenwich, CT
| 9
|
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