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Colter Lewis Investment Partners LLC

EST. AUM
$2,320,928,653

CONTACTS
7

CLIENT ACCOUNTS
114

Firm Details

Metro area Stamford
CRD Number 297213
Website colterlewis.com
Client types

Overview

Multi-family office founded in 2018 based in Greenwich CT. Focused on creating customized asset allocation programs for UHNW clients ($50 million +). They also advise on another approx. $350 million in assets. Their focus is on risk-adjusted, tax-adjusted absolute returns generated across numerous asset classes. They are not style-box, benchmark oriented. Will use alts and long only managers to achieve their goals.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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