COLTER LEWIS INVESTMENT PARTNERS LLC
C25
CRD 297213·SEC 801-113584·GREENWICH, CT
AUM
$3.41B
$1B+
Est. Revenue
$34.1M
@ 1% on AUM
Est. EBITDA
$10.2M
@ 30% margin
Est. Deal Value
$81.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $143.7M
'21 · $447.3M
'22 · $835.2M
'23 · $1.15B
'25 · $2.32B
'26 · $3.41B
'20'26
$143.7M → $3.41B▲ +2274%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 5 advisors
'22 · 7 advisors
'23 · 10 advisors
'25 · 11 advisors
'26 · 12 advisors
'20'26
4 advisors → 12 advisors▲ +200%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2020-01-032020-01-03 · 0001405086-20-000002
2019-12-202019-12-20 · 0001405086-19-000400
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
22 WEST PUTNAM AVENUEGREENWICH, CT 06830
Business
22 WEST PUTNAM AVENUEGREENWICH, CT 06830
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited