LOTUSGROUP ADVISORS

Overview

Lotusgroup Advisors is an independent registered investment adviser that acts as a capital allocator for individual and family clients. Registered in 2017 and structured as an LLC owned by an individual, the firm combines financial planning with discretionary portfolio management for individuals and small businesses and offers selection of third‑party advisers when clients require specialized strategies. Lotusgroup tends to place a large portion of client assets in pooled public funds and mutual funds while maintaining the operational capability to sponsor and manage pooled investment vehicles of its own. The firm is not positioned as an ESG specialist nor as a multi‑state pension consultant; its activities emphasize customized planning, fiduciary portfolio oversight and access to external alternative managers. Lotusgroup operates as an adviser/sponsor and general partner in private pooled vehicles, which lets it both construct proprietary fund structures and allocate clients into third‑party alternative funds.

Assets & Accounts

Investments & Alternatives

Location & Offices