Lotus Asset Management Limited Liability Company
Firm details
- Headquarters
- ,
- CRD number
- 277030
- Registered since
- March 20, 2026
- Website
- www.lotusam.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.25%
- Individuals30.59%
- Charitable Organizations0.15%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lotus Asset Management Limited Liability Company is an LLC that provides portfolio management services primarily to individuals, families and small businesses, with institutional clients in its mix. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management (almost all assets are discretionary). Lotus is registered with the SEC (registered year listed as 2026) and operates as an individually owned adviser rather than a multi-state or related-adviser network. It does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities26%
- Cash & Cash Equivalents8%
- US Government Bonds4%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Rohit Padmanabhan
President and Chief Investment OfficerCRD 4986298
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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