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LOTUS INVESTMENT ADVISORS
LOTUS HOLDINGS LLC
CRD 172638 · SEC 801-80225
80 THEODORE FREMD AVE, RYE, NY, 10580-2891, United States
Phone
917-208-8661
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$30.0M
Discretionary AUM
$25.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $30.0M |
Official SEC filing: View on IAPD