Lotusgroup Advisors

Overview

Lotusgroup Advisors is an independent, SEC-registered RIA organized as an LLC and operating as an individual-owned advisory business. The firm works primarily with individual and family clients, offering financial planning and portfolio management for individuals and small businesses, and it also performs selection-of-other-advisers work. Lotusgroup positions itself as a capital allocator: it both places client capital with third-party managers and serves in sponsor/manager roles for pooled vehicles. The firm charges fees based on a percentage of assets under management plus other fee arrangements. Lotusgroup is not identified as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives