Colter Lewis Investment Partners Llc
- Regulatory AUM
- $3.4B
- Discretionary
- $724M
- Clients
- 130
- Avg AUM / client
- $26.2M
- Accounts
- 134
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $25.0K | 0.0% |
| High net worth individuals | 130 | $3.4B | 98.6% |
| Charitable organizations | Fewer than 5 clients | $47.7M | 1.4% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $7.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Clip Towers Fund Llc | Real Estate Fund | Delaware | $7.5M | 40 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hoffmeister, Perry, Colter | Managing Member And Chief Compliance Officer | Apr 2018 (8y) | 50% – 75% | |
| Weiss, Jeffrey, Lewis | Managing Member | Apr 2018 (8y) | 50% – 75% | |
| Laura Thorne Sousa Farrelly | Registered representative | Nov 2024 (2y) | ||
| Bazel Walsh Brady | Registered representative | Jul 2025 (1y) | ||
| Avery Topkis | Registered representative | Mar 2026 (0y) | ||
| Michael Philip Wolson | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $7.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Clip Towers Fund Llc | Real Estate Fund | $7.5M | $100K | 40 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 966 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.0B (30% of AUM) Mar 2026
- J.P. Morgan $416M (12% of AUM) Mar 2026
- Charles Schwab & Co. $388M (11% of AUM) Mar 2026
- Citibank $71.7M (16% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗