LOTUS INVESTMENT ADVISORS

Overview

Lotus Investment Advisors is a small, privately held LLC that has been registered with the SEC since 2014 and is owned by an individual. The firm provides fee-based portfolio management primarily for individual and family clients and small businesses, charging a percentage of assets under management. Its coverage is concentrated and not organized as a multi-state adviser; Lotus does not position itself as a capital allocator or a pension consultant, and it does not describe itself as an active ESG investor. Advisory work centers on discretionary and non-discretionary management for private clients rather than running external funds or serving institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives