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| Keyboard |
| Lotus Asset Management Limited Liability Company
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|---|---|
| CRD # | 277030 |
| SEC # | 801-135594 |
| CIK # | |
| AUM | 120.5 M (2026-04-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 315-925-6887 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 36.9 |
| (b) Individuals (high net worth individuals) | 29 | 83.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 752 | 120.5 |
| By Discretionary | ||
| Discretionary | 743 | 119.9 |
| Non-Discretionary | 9 | 0.6 |
| Total | 752 | 120.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.5 | |
| Total | 752 | 120.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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✚
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FL | 120.8 M |
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van Winkle Wealth Management Group LLC
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|
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|
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|
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|
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|
Thiel Investment Management Company LLC
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120.4 M | |
|
Stonefield Investment Advisory Inc
✚
|
IA | 120.2 M |
|
Western Reserve Capital Management LLC
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OH | 120.2 M |
|
Mile Wealth Management LLC
✚
|
CA | 120.1 M |