LOTUSGROUP CAPITAL

RIASEC RegisteredEst. 2018
Total AUM
$157M
Discretionary
$157M
100% of AUM
Avg account
$31.3M
Accounts
5
Employees
8
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
298973
Registered since
October 29, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lotusgroup Capital is a limited liability company registered with the SEC in 2018 that positions itself as an institutional adviser focused on managing pooled investment vehicles. The firm is individually owned and charges clients on a percentage-of-assets basis and may also collect performance-based fees. Its advisory remit specifically includes portfolio management for pooled funds. Lotusgroup does not identify as an active ESG investor, is not a multistate adviser for regulatory purposes, and does not serve as a pension consultant. The firm’s public filing classifies it simply as an “other” investment adviser.

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • AMANDA COHEN

    Chief Compliance OfficerCRD 6305176

  • RAPHAEL MARTORELLO

    Managing Partner and Chief Investment OfficerCRD 4768833

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

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1005 S Gaylord St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth