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| Happy Holidays!! thanks for using AUM13F!! |
| Lotus Holdings LLC
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|---|---|
| CRD # | 172638 |
| SEC # | 801-80225 |
| CIK # | |
| AUM | $25.0 M (2025-04-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 917-208-8661 |
| Address | 80 Theodore Fremd Ave Rye, NY 10580-2891 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 21 | 25.0 |
| (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 | 0 | 0.0 |
| (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 | 21 | 25.0 |
| By Discretionary | ||
| Discretionary | 20 | 23.1 |
| Non-Discretionary | 1 | 1.9 |
| Total | 21 | 25.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.0 | |
| Total | 21 | 25.0 |
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|---|---|---|
|
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✚
|
0.0 | |
|
Beechtree Capital Investment Inc
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0.0 | |
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|
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|
Rosecliff Capital Advisory LLC
✚
|
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|
RM Investment Strategies LLC
✚
|
MI | 0.0 |
|
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✚
|
NY | 0.0 |
|
Rocky Mountain LIFT Asset Management LLC
✚
|
CO | 0.0 |
|
Beagle Invest LLC
✚
|
0.0 | |
|
Fiorile & Associates LLC
✚
|
NY | 0.0 |