Peter Lewis
Advisor at Towle & Co
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Peter Lewis is a CFA® charterholder with 24 years of industry experience. He has been with Towle & Co. since 2001. Towle & Co. provides discretionary equity portfolio management primarily to high-net-worth individuals and institutional clients, focusing on a long-only, small-cap value investment approach with holdings typically ranging from 30 to 100 positions and an investment horizon of 9 to 36 months. The firm manages separately managed accounts, wrap-fee and model-delivery programs, sub-advisory arrangements, and pooled investment vehicles on a fully discretionary basis.
Expertise
Based on Towle & Co
Active portfolio management
Tax-loss harvesting
Passive / index investing
Fee options
$0 - $25 million: 1.00% annually $25 million - $50 million: 0.90% annually $50 million+: 0.80% annually $0 - $10 million: 0.35% annually $10 million - $20 million: 0.30% annually $20 million - $30 million: 0.25% annually $30 million - $40 million: 0.20% annually $40 million+: 0.15% annually
Performance-based fees may be charged by certain Partnerships as disclosed in offering documents; Towle may negotiate such fees with other qualified clients.
Account minimum: $3,000,000 for Towle Value separately managed accounts; $5,000,000 for Towle I/O separately managed accounts (both may be waived or lowered at Towle's discretion) Fee-only: Management fees and performance-based fees as disclosed; no commissions or 12b-1 fees accepted
Location
Chesterfield, MO
Most active in
Peter L has reported serving >5 clients in these states in the last 12 months.
Colorado · Missouri
Work history
Towle & Co.
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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