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They include 130 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Colter Lewis Investment Partners offer?","answer":"Colter Lewis Investment Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Colter Lewis Investment Partners use?","answer":"Colter Lewis Investment Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.02B, JPMorgan Chase Bank, National Association (Columbus, OH), with $416M and Charles Schwab & Co., Inc. (San Francisco, CA), with $388M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Colter Lewis Investment Partners have?","answer":"Colter Lewis Investment Partners has 0 investment adviser representatives registered with state securities authorities, out of 18 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Colter Lewis Investment Partners invest in?","answer":"At the end of its last fiscal year, Colter Lewis Investment Partners’ separately managed accounts held 42% pooled vehicles (private funds and similar), 25% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 4% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Colter Lewis Investment Partners?","answer":"Colter Lewis Investment Partners’ direct owners are Perry Hoffmeister (50% to 75%) and Jeffrey Weiss (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Colter Lewis Investment Partners get paid?","answer":"Colter Lewis Investment Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Colter Lewis Investment Partners registered with the SEC?","answer":"Yes, Colter Lewis Investment Partners has been registered with the SEC as an investment adviser since 11 July 2018. Its CRD number is 297213 and its SEC file number is 801-113584.","source":"Form ADV Part 1A, Item 1, filed 19 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Colter Lewis Investment Partners?","answer":"Colter Lewis Investment Partners’ main office is at 22 West Putnam Avenue, Second Floor, Greenwich, CT 06830. Its phone number is 203-987-3090. 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