Multi-Family OfficeRIA · CRD 297213SEC-Registered

Updated:

Colter Lewis Investment Partners

Colter Lewis Investment Partners was established in 2018 by Perry Hoffmeister and Jeffrey Weiss. Both principals built careers in investment banking and...

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Colter Lewis Investment Partners

Colter Lewis Investment Partners was established in 2018 by Perry Hoffmeister and Jeffrey Weiss. Both principals built careers in investment banking and capital markets at Lehman Brothers before forming the firm. Wealth origin traces to those decades of institutional experience. The firm deploys capital through buyouts, growth equity and venture capital. Asset classes include private equity, private credit, hedge funds, real estate and commodities. It structures commitments via direct co-investments, SPVs and fund-of-funds vehicles. Confirmed holdings include CLIP Towers Fund LLC, iShares Bitcoin Trust ETF and iShares Ethereum Trust ETF. Activity centers on North America with exposure to biotech opportunities. No public headcount figure exists. The firm maintains philanthropic ties to City Harvest and Fairfield County's Community Foundation Fund for Women & Girls. No additional offices appear in records. No operational events from the last 24 months are documented. The structure combines family-office services with principal co-investment alongside clients. This produces a hybrid mandate that integrates estate structuring and portfolio construction under one entity.

General information

Firm type

Multi Family Office

Year founded

2018

Location

Region

North America

Country

United States

City

Greenwich

Corporate office

Greenwich, CT, United States

Principals

Perry Hoffmeister

Principal

Jeffrey Weiss

Principal

Sector focus

Private EquityVenture CapitalReal EstatePrivate CreditHedge Funds

Frequently asked questions

Who runs investment decisions at Colter Lewis Investment Partners?

Perry Hoffmeister and Jeffrey Weiss direct investment decisions. Both principals previously held senior roles at Lehman Brothers.

How does Colter Lewis Investment Partners source proprietary deal flow?

The firm sources through relationships formed during investment banking careers and ongoing co-investment activity with client families.

Does Colter Lewis Investment Partners participate in fund commitments or only direct deals?

The firm uses both fund commitments and direct co-investments or SPVs across private equity, credit and venture stages.

What investment stages does Colter Lewis Investment Partners typically target?

The firm targets buyout, growth equity and venture capital stages.

Where does the underlying wealth come from?

Wealth originates from the principals' prior careers in investment banking and capital markets at Lehman Brothers.

Does Colter Lewis Investment Partners maintain philanthropic structures, and how are they separated?

The firm supports City Harvest and Fairfield County's Community Foundation Fund for Women & Girls as separate philanthropic vehicles.

What is Colter Lewis Investment Partners known posture on co-investments alongside external GPs?

The firm executes direct co-investments alongside client families and external managers in private markets.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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