Lotus
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 335468
- Registered since
- August 20, 2025
- Website
- lotusmgmt.co
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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