LOTUS

RIASEC RegisteredEst. 2025
Total AUM
$405M
Discretionary
$405M
100% of AUM
Avg account
$135M
Accounts
3
Employees
30
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MATTHEW HANEY

    Chief Compliance OfficerCRD 2726100

  • NAMAN SHAH

    Partner and CTOCRD 8070357

Contacts

1 of 1
  • ALAP SHAH

    PrincipalCRD 5728770

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth