LotusDew Wealth and Investment Advisors Private Limited

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Assets, Funds, Holdings

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LotusDew Wealth and Investment Advisors Private Limited
CRD #308112
SEC #801-118668
CIK #
AUM
Employees 6 (17% Investors, 0% Brokers)
Phone917731082221
Address3 Eurospace, 4th Floor
Hyderabad, India
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
10.08.06.04.02.00.02010201420192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,466 9.6
(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 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 1,466 9.6
By Discretionary
Discretionary 15 2.1
Non-Discretionary 1,451 7.5
Total 1,466 9.6
By Non-United States Persons
Non-United States Persons 8.9
United States Persons 0.7
Total 1,466 9.6
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