Lotus

RIASEC Registered
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 organized as a limited partnership and operates as a hedge fund manager that serves institutional clients. The firm is registered with the SEC, with registration recorded in 2025. Its business footprint includes CPO/CTA activities and portfolio management for pooled investment vehicles; it also functions as a sponsor/GP of pooled vehicles. Ownership is listed as individual, and the firm charges a blend of a percentage-of-AUM management fee and performance-based fees. Lotus is not described as an active ESG investor, a multi-state adviser, or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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