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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

COLTER LEWIS INVESTMENT PARTNERS, LLC

COLTER LEWIS INVESTMENT PARTNERS LLC, CRD 297213

GREENWICH, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:634271f0-1b34-810c-b7ee-7a1e1bd64989

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 7
On other graphs: 1
Observed: Jun 11, 2018 to Mar 19, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Colter Lewis Investment Partners, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.4BItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $724M
Private client RAUM: $3.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $853Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 134
High net worth clients: 130
Custody, client assets: $30.8M
SEC number: 801-113584
CRD: 297213
Filings on the tape: 19
First filed: Jun 11, 2018
Latest filed: Mar 19, 2026
Organised: Limited Liability Company, DE
Website: colterlewis.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Laura Thorne Sousa Farrelly	n/a	GREENWICH, CT	1	16	2	no
Bazel Walsh Brady	n/a	GREENWICH, CT	1	12	n/a	no
AVERY TOPKIS	n/a	GREENWICH, CT	0	11	n/a	no
MICHAEL PHILIP WOLSON	n/a	GREENWICH, CT	0	13	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CLIP TOWERS FUND LLC	Real Estate Fund	$7.5M	Aug 28, 2024	40	Mar 25, 2024	dropped	021-356189

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FELDER, ERIC, JONATHAN	CHIEF INVESTMENT OFFICER	Na	yes	02/2026	Mar 19, 2026	Mar 19, 2026
HOFFMEISTER, PERRY, COLTER	MANAGING MEMBER	D	yes	04/2018	Mar 19, 2026	Mar 19, 2026
PERITZ, RHODA, CHARLOTTE	COO AND CCO	Na	yes	03/2025	Mar 19, 2026	Mar 19, 2026
WEISS, JEFFREY, LEWIS	MANAGING MEMBER	D	yes	04/2018	Mar 19, 2026	Mar 19, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 19, 2026	$3.4B	$724M	18	12	n/a	n/a
2024	Mar 19, 2025	$2.3B	$486M	17	11	n/a	n/a
2023	Mar 25, 2024	$2.0B	$329M	15	12	1	$7.5M
2022	Mar 16, 2023	$1.5B	$267M	12	12	n/a	n/a
2021	Mar 14, 2022	$1.2B	$362M	10	10	n/a	n/a
2020	Mar 10, 2021	$835M	$295M	7	7	n/a	n/a
2019	Mar 24, 2020	$447M	$165M	5	5	n/a	n/a
2018	Mar 26, 2019	$144M	$133M	4	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.4B	$2.3B	47.0%	$1.5B	32.3%	18	17	0	0

Relationships

Registered with (4)

← MICHAEL PHILIP WOLSONAdvisorregistration: current employment
Apr 6, 2026 to presentfactForm ADV
← AVERY TOPKISAdvisorregistration: current employment
Mar 5, 2026 to presentfactForm ADV
← Bazel Walsh BradyAdvisorregistration: current employment
Jul 28, 2025 to presentfactForm ADV
← Laura Thorne Sousa FarrellyAdvisorregistration: current employment
Nov 13, 2024 to presentfactForm ADV

Advises (1)

→ CLIP TOWERS FUND LLCPrivate fundReal Estate Fund, IA
Mar 25, 2024 to presentfactForm ADV

Controls (2)

← WEISS, JEFFREY, LEWISOwnerMANAGING MEMBER, ownership code D, individual
Jun 11, 2018 to Aug 28, 2024factForm ADV
← HOFFMEISTER, PERRY, COLTEROwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jun 11, 2018 to Aug 28, 2024factForm ADV

Dated events

Occurred
Mar 19, 2026
Regulatory AUM changed
Colter Lewis Investment Partners, Llc reported RAUM $3.4B, up 47% from $2.3B (2025-05-23 to 2026-03-19)
Form ADVobserved 6 days ago
$1.1B
Occurred
Mar 25, 2024
Regulatory AUM changed
Colter Lewis Investment Partners, Llc reported RAUM $2.0B, up 33% from $1.5B (2023-03-21 to 2024-03-25)
Form ADVobserved 6 days ago
$489M
Occurred
Mar 16, 2023
Regulatory AUM changed
Colter Lewis Investment Partners, Llc reported RAUM $1.5B, up 28% from $1.2B (2022-03-15 to 2023-03-16)
Form ADVobserved 6 days ago
$322M
Occurred
Mar 14, 2022
Regulatory AUM changed
Colter Lewis Investment Partners, Llc reported RAUM $1.2B, up 38% from $835.2M (2021-03-10 to 2022-03-14)
Form ADVobserved 6 days ago
$315M
Occurred
Mar 10, 2021
Regulatory AUM changed
Colter Lewis Investment Partners, Llc reported RAUM $835.2M, up 87% from $447.3M (2020-06-29 to 2021-03-10)
Form ADVobserved 6 days ago
$388M
Occurred
Mar 24, 2020
Regulatory AUM changed
Colter Lewis Investment Partners, Llc reported RAUM $447.3M, up 211% from $143.7M (2019-08-26 to 2020-03-24)
Form ADVobserved 6 days ago
$304M
Occurred
Jun 11, 2018
First Form ADV filing
Colter Lewis Investment Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:634271f0-1b34-810c-b7ee-7a1e1bd64989
First observed: Jun 11, 2018
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COLTER LEWIS INVESTMENT PARTNERS, LLC

COLTER LEWIS INVESTMENT PARTNERS LLC, CRD 297213

GREENWICH, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:634271f0-1b34-810c-b7ee-7a1e1bd64989

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Laura Thorne Sousa Farrelly

n/a

GREENWICH, CT

Bazel Walsh Brady

n/a

GREENWICH, CT

n/a

AVERY TOPKIS

n/a

GREENWICH, CT

n/a

MICHAEL PHILIP WOLSON

n/a

GREENWICH, CT

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CLIP TOWERS FUND LLC

Real Estate Fund

$7.5M

Aug 28, 2024

Mar 25, 2024

dropped

021-356189

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FELDER, ERIC, JONATHAN

CHIEF INVESTMENT OFFICER

yes

02/2026

Mar 19, 2026

HOFFMEISTER, PERRY, COLTER

MANAGING MEMBER

yes

04/2018

Mar 19, 2026

PERITZ, RHODA, CHARLOTTE

COO AND CCO

yes

03/2025

Mar 19, 2026

WEISS, JEFFREY, LEWIS

MANAGING MEMBER

yes

04/2018

Mar 19, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$3.4B

$724M

n/a

2024

Mar 19, 2025

$2.3B

$486M

n/a

2023

Mar 25, 2024

$2.0B

$329M

$7.5M

2022

Mar 16, 2023

$1.5B

$267M

n/a

2021

Mar 14, 2022

$1.2B

$362M

n/a

2020

Mar 10, 2021

$835M

$295M

n/a

2019

Mar 24, 2020

$447M

$165M

n/a

2018

Mar 26, 2019

$144M

$133M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.4B

$2.3B

47.0%

$1.5B

32.3%