Lotus Technology Management LP

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Lotus Technology Management LP
CRD #335468
SEC #801-134198
CIK #0001962746, 0002095243
AUM 405.0 M (2026-03-11)
Employees 30 (17% Investors, 0% Brokers)
Fees
Minimum
Phone628-212-8533
Address4700 Millenia Boulevard, Suite 500
Orlando, FL 32839
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
4503602701809002010201520212027
Fees and Compensation — Form ADV Part 2A (3/11/2026) [Brochure]
Item 5: Fees and Compensation

Management Fee

As an investment adviser to the Funds, as governed by the Offering Documents, Lotus receives a
management fee generally equal to an annual rate of 1.5% to 2%, depending on the particular class of
the Funds.

Lotus Technology Management, LP                                                Form ADV Part 2A

The Master Fund will pay the management fee within 10 days of beginning of each fiscal quarter. Lotus
may, in its sole discretion and without the consent of the Investors, cause the management fee to be
charged to, and paid by, the Feeder Funds instead of the Master Fund.

The management fee is prorated and payable as of a subscription date for any capital contribution by
an Investor that is effective other than as of the first day of a fiscal quarter. In the event of a withdrawal
by an Investor other than as of the last day of a fiscal quarter, Lotus will return to the Master Fund,
and the Master Fund will pay to the relevant Feeder Fund for payment to, or credit to the capital
account of, the withdrawing Investor, an amount equal to the pro rata portion of the management fee,
based on the actual number of days remaining in such fiscal quarter.

Other Fees and Expenses

Each Feeder Fund bears its own expenses and its pro rata share of the Master Fund's, any trading
vehicle's and any special purpose vehicle's expenses, including the following: (i) its pro rata share of the
Management Fee; (ii) investment-related expenses of the Master Fund (e.g., the Master Fund's
brokerage commissions and transaction costs (including fees, commissions and expenses paid or
reimbursed to an outsourced trading desk)), clearing and settlement charges, intermediation fees,
exchange fees, custodial fees, financing fees, interest expense, consulting, investment banking and any
other professional fees or compensation relating to particular investments or contemplated
investments, and research-related expenses and expenses related to obtaining research and market
data, including, without limitation, investment consultants, third-party research and market data
(including information technology hardware, software or other similar equipment and software
applications provided by third-party service providers), including research and market data, and
including fees and expenses related to obtaining, processing and analyzing research or market data that
may be considered "big data" or "alternative data" and news and quotation equipment and services
(including fees for data and software providers), reasonable investment-related travel expenses
(including meals, lodging, travel and conference fees), expenses incurred by the Master Fund related
to risk management provided by third parties, third-party valuation services, investment-, operations-
and trading-related software, including trade order management software (i.e., software used to route
trade orders), expenses incurred by the Master Fund related to data warehouses, expenses incurred
by the Funds associated with investment-related telecommunication services and equipment, expenses
related to connectivity with risk and trade processing systems, expenses relating to notices and reports
provided to Investors; (iii) fees and expenses of third-party professionals, including, consultants,
valuation service providers, attorneys, accountants and third-party administrative fees and expenses
(including the fees and expenses of the Fund administrator) and outsourced middle and back office
providers, and including, to the extent applicable, the costs of engaging or appointing a Money
Laundering Reporting Officer, a Deputy Money Laundering Reporting Officer and an Anti-Money
Laundering Compliance Officer; (iv) the costs of any litigation or investigation involving the activities
of the Funds; (v) taxes and third-party accounting, audit and tax preparation expenses; (vi) legal and
compliance expenses (including fees and expenses of third-party compliance consultants) (which
include, without limitation, fees, responding to formal and informal inquiries, indemnification expenses,
fees and expenses related to compliance with the rules of any self-regulatory organization or applicable
law in connection with the activities of the Funds, including, any governmental, regulatory, licensing,
filing or registration fees or taxes (including without limitation, fees and expenses incurred in
connection with the preparation and filing of Section 13 filings, Section 16 filings, blue sky filings and
other similar regulatory filings)); (vii) expenses incurred in connection with the offering and sale of
interests and other similar expenses related to the Funds; (viii) insurance expenses, including,
premiums for cybersecurity insurance and liability insurance covering the Lotus, the General Partner,
and the members, partners, officers, employees and agents of any of them (including, without limitation,
acquiring and maintaining D&O and/or E&O insurance for Lotus, the General Partner and their
respective affiliates), organizational expenses, expenses relating to the offer and sale of the interests,

Lotus Technology Management, LP                                             Form ADV Part 2A

expenses incurred in connection with any amendments, modifications, revisions or restatements to
the constituent documents of the Funds, expenses incurred in connection with meetings with investors
and prospective investors in the Funds; (ix) expenses incurred in connection with negotiating,
amending, modifying, revising, restating and complying with provisions of any side letter agreement,
expenses incurred in connection with any transfers of interests or an Investor’s admission or
withdrawal, unless otherwise charged to or borne by the applicable transferee or Investor; (x)
extraordinary expenses (including, without limitation, indemnification expenses and fees and fees and
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/11/2026) [Brochure]
Item 7: Types of Clients

Currently, Lotus provides investment advice only to the Funds. Each of the Domestic Fund’s and the
Offshore Fund’s Offering Documents sets forth the eligibility criteria for Investors. Subject to the
discretion of Lotus to accept less, the minimum initial investment threshold for the Funds is
$1,000,000. Additional subscription minimums are disclosed in the Offering Documents for each Fund.

Investors in each Fund at a minimum will be: (i) an “Accredited Investor”, as defined in Regulation D
under the U.S. Securities Act of 1933 (the “Securities Act”); and (ii) a “Qualified Client”, as defined
in Rule 205-3 of the Advisers Act. The subscription agreement for each Fund contains representations

Lotus Technology Management, LP                                               Form ADV Part 2A

and questionnaires relating to these qualifications.
Sector Form 13F Holdings Value ($M)
General Entertainment Ventures Inc 6.5
Ross Stores Inc 2.6
Five Below Inc 1.4
Coach Inc 1.2
GS Acquisition Holdings Corp 1.1
Plug Power Inc 0.8
Yandex NV 0.7
ASML Holding NV 0.7
Target Corp 0.6
Align Technology Inc 0.6
View All
Holdings by Sector ($M)
190152114763802025202520262027
Type Form D Funds Date Sold AUM
HF Lotus Technology Master Fund LP [2025-12-17] 405.0 M
Filed 2025-08-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 3 405.0
(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 3 405.0
By Discretionary
Discretionary 3 405.0
Non-Discretionary 0 0.0
Total 3 405.0
By Non-United States Persons
Non-United States Persons 36.0
United States Persons 369.0
Total 3 405.0
Form D Directors Role # Filings # Firms 2011 - 2026
Alap Shah Executive Officer 9 2
Lotus Technology Fund GP LLC Executive Officer 2 2
EDGAR Form CIK 2011 - 2026
3 [0001962746]
6-K [0001962746]
D [0001962746]
SC 13D [0001962746]
SC 13G [0001962746]
13F-HR [0002095243]
Form 13D/13G Filer Form 13D/13G Subject Filed
Etika Automotive SDN BHD Lotus Technology Inc [2026-06-24]
Li Eric Lotus Technology Inc [2026-02-13]
ATW Partners Opportunities Management LLC Lotus Technology Inc [2025-10-03]
Lotus Advanced Technology Limited Partnership Lotus Technology Inc [2024-11-12]
Etika Automotive SDN BHD Lotus Technology Inc [2024-11-08]
Meritz Securities Co Ltd Lotus Technology Inc [2024-05-13]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund
Form 3/4/5 Subject 2011 - 2026
Zhang Quan Joe
Lotus Technology Inc
Yu Ning Nathan
Rowan James
Li Donghui
Feng Qingfeng
Cai Catherine Hongjun
Awaluddin Amrin Bin Mr
Wang Daxue
Yan Yunfeng
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