Lotus

RIASEC RegisteredEst. 2025
Total AUM
$405M
Discretionary
$405M
100% of AUM
Avg account
$135M
Accounts
3
Employees
30
Advisory reps
3

Firm details

Headquarters
Orlando, Florida
CRD number
335468
Registered since
August 20, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lotus is structured as a limited partnership operating a pooled hedge fund vehicle and serving institutional investors. The firm is SEC registered (2025) and is organized to act as a commodity pool operator/commodity trading advisor and as the portfolio manager for its pooled vehicles. Lotus charges a combination of a percentage-of-assets management fee and performance-based fees and is not positioned primarily as a third‑party capital allocator. The firm also functions in sponsor/GP capacity for pooled investment vehicles, reflecting an operator role rather than that of a traditional advisory network or multi-manager platform. Lotus does not describe itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Naman Shah

    Partner and CTOCRD 8070357

  • Matthew Haney

    Chief Compliance OfficerCRD 2726100

Contacts

1 of 1
  • Alap Shah

    PrincipalCRD 5728770

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
4700 Millenia Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth