Lotus Asset Management Limited Liability Company

Overview

Lotus Asset Management LLC is an independent, individually owned registered investment adviser organized as an LLC and based in Washington, D.C. The firm is SEC-registered (2026) and operates on a percentage-of-assets fee model. Its primary advisory offering is discretionary portfolio management for individuals and small businesses; its client base includes individual and family clients as well as institutional investors. Lotus does not position itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant adviser.

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