LOTUS
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 335468
- Registered since
- August 20, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lotus is organized as a limited partnership and is classified as a hedge fund that serves institutional clients. The firm is registered with the SEC in 2025 and is owned by an individual. Its operating role combines commodity pool/commodity trading advisor responsibilities with portfolio management for pooled investment vehicles; it also functions as a sponsor, general partner and managing member for pooled vehicles it controls. Compensation mixes a percentage-of-assets fee with performance-based fees. Lotus does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MATTHEW HANEY
Chief Compliance OfficerCRD 2726100
NAMAN SHAH
Partner and CTOCRD 8070357
Contacts
1 of 1ALAP SHAH
PrincipalCRD 5728770
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 4700 Millenia Blvd
- Time zone
- ET (UTC-5)
- Office locations
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