Family Office · $1.8bn AUM
Colter Lewis Investment Partners
Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value Add
- Target geographies
- GlobalNorth America
- Typical ticket
- $2m–$10m
- AUM
- 1.5 B - 2 B
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Colter Lewis Investment Partners is a Greenwich, CT-based multi-family office and registered investment advisor. Established in 2018, the firm manages and invests the wealth of ultra-high-net-worth families, high-net-worth individuals, family offices, pension plans, and endowments.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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