LOTUSGROUP CAPITAL
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 298973
- Registered since
- October 29, 2018
- Website
- lotusgroupcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lotusgroup Capital is a limited liability company registered with the SEC in 2018 that positions itself as an institutional adviser focused on managing pooled investment vehicles. The firm is individually owned and charges clients on a percentage-of-assets basis and may also collect performance-based fees. Its advisory remit specifically includes portfolio management for pooled funds. Lotusgroup does not identify as an active ESG investor, is not a multistate adviser for regulatory purposes, and does not serve as a pension consultant. The firm’s public filing classifies it simply as an “other” investment adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2AMANDA COHEN
Chief Compliance OfficerCRD 6305176
RAPHAEL MARTORELLO
Managing Partner and Chief Investment OfficerCRD 4768833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1005 S Gaylord St
- Time zone
- MT (UTC-7)
- Office locations
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