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| LotusGroup Capital LLC
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| CRD # | 298973 |
| SEC # | 801-114198 |
| CIK # | |
| AUM | 156.7 M (2026-05-11) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 720-593-9861 |
| Address | 1005 S Gaylord Street Denver, CO 80209 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | LotusGroup Incomeplus Fund IV LP | [2026-03-31] | 9.5 M | |
| Filed 2026-03-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | LotusGroup Incomeplus Fund III LP | [2023-08-01] | 16.3 M | 20.0 M |
| Filed 2025-03-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | LotusGroup Incomeplus Fund II LP | [2022-03-29] | 22.8 M | |
| Filed 2021-06-04 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | LotusGroup Longevity Fund LLC | 2018-09-26 | ||
| Other | LGA Incomeplus Fund LP | [2018-02-20] | 19.1 M | 12.1 M |
| Filed 2019-10-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 5 | 156.7 |
| (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 | 5 | 156.7 |
| By Discretionary | ||
| Discretionary | 5 | 156.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 156.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.7 | |
| Total | 5 | 156.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brendan Lake | Executive Officer | 139 | 15 | |
| LotusGroup Capital LLC | Executive Officer | 2 | 2 | |
| Ppb Lgip IV Mgt LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
| LEI | 805-6869599407 |
| Related Firms | State | AUM |
|---|---|---|
|
LotusGroup Advisors LLC
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|
CO | 286.0 M |
|
LotusGroup Capital LLC
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|
CO | 156.7 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
SREP Capital Management LLC
✚
|
CT | 157.9 M |
|
Trinity Capital Adviser LLC
✚
|
AZ | 157.6 M |
|
Lightview Capital LLC
✚
|
FL | 157.6 M |
|
Belhealth Investment Partners LLC
✚
|
FL | 156.7 M |
|
Sallyport Partners Investment Manager LLC
✚
|
TX | 156.7 M |
|
Eltura Capital Management LLC
✚
|
NY | 156.5 M |
|
JTS Fund Advisors LLC
✚
|
TX | 156.4 M |
|
Diversified Partners Inc
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|
TN | 155.1 M |
|
Walk-On Capital LLC
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|
CA | 155.1 M |
|
Darby Overseas Partners LP
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|
DC | 154.5 M |