Colter Lewis Investment Partners, LLC

$3.41BAssets under management
as of Mar 2026 · SEC Form ADV
Greenwich, CT
Visit websiteLinkedIn
4 people on Advicer connected to this.

Tech stack

No one at Colter Lewis Investment Partners, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Colter Lewis Investment Partners, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
J.P. Morgan
Per Form ADV · $390M held · filed Aug 2024
Schwab
Per Form ADV · $265M held · filed Aug 2024
Fidelity
Per Form ADV · $91M held · filed Aug 2024
Performance Reporting