LOTUS INFRASTRUCTURE PARTNERS, LP

RIASEC RegisteredEst. 2022
Total AUM
$6.2B
Discretionary
$6.2B
100% of AUM
Avg account
$220M
Accounts
28
Employees
30
Advisory reps
3

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
324015
Registered since
December 12, 2022
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 Infrastructure Partners, LP is organized as a limited partnership that operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm is SEC-registered (2022) and reports a fee model that combines a percentage-of-assets charge with performance-based fees. Lotus identifies itself as a sponsor and general partner/managing member of pooled vehicles and provides portfolio management for those vehicles rather than individualized retail wealth advisory services. The firm is not positioned as an ESG-focused manager and does not report multi-state adviser status. Ownership is listed as a domestic entity/individual structure, and the firm’s primary client base is institutional investors.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • HIMANSHU SAXENA

    Chairman & CEOCRD 5003973

  • Jeffrey Levy

    Managing Director, General Counsel and Chief Compliance OfficerCRD 7659154

  • DAVID ARBIA

    Managing Director and Chief Financial OfficerCRD 5867909

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
5 Greenwich Office Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth