Lotusgroup Capital
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 298973
- Registered since
- October 29, 2018
- Website
- lotusgroupcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lotusgroup Capital is an SEC‑registered institutional RIA organized as a limited liability company and registered in 2018. The firm is owner‑managed and focuses on institutional clients, providing portfolio management for pooled investment vehicles. Its compensation model combines a percentage of assets under management with performance‑based fees, and it is not positioned as a capital allocator. Lotusgroup Capital is not an active ESG investor and does not operate as a multi‑state adviser; it also does not identify as a pension consultant.
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
Owners & executives
2 of 2
Amanda Cohen
Chief Compliance OfficerCRD 6305176
Raphael Martorello
Managing Partner and Chief Investment OfficerCRD 4768833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Ventana Private Wealth LLC
RIADenver, CO
Butler Financial Services
RIADenver, CO
Collier Financial, Inc
RIADenver, CO
Infinium Investment Advisors, LLC
RIADenver, CO
Horizon Wealth
RIADenver, CO
TRG Investment Advisors, LLC
RIADenver, CO