Lotus Asset Management Limited Liability Company
Firm details
- Headquarters
- ,
- CRD number
- 277030
- Registered since
- March 20, 2026
- Website
- www.lotusam.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.25%
- Individuals30.59%
- Charitable Organizations0.15%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lotus Asset Management Limited Liability Company operates as an independent, individual-owned RIA that provides portfolio management primarily for individuals and small businesses while also serving institutional clients. The firm charges fees based on a percentage of assets under management and is recorded as an SEC-registered adviser in 2026. Lotus does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities26%
- Cash & Cash Equivalents8%
- US Government Bonds4%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Rohit Padmanabhan
President and Chief Investment OfficerCRD 4986298
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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