Adviser Profile
| As of Date | 03/22/2026 |
| Registration status | Registration Changed to LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY |
| Contact Info | 315 xxxxxxx |
| Websites |
| AUM* | 120,506,379 117% |
| of that, discretionary | 119,877,228 116% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 160,248 -7% |
| % High Net Worth | 24.79% -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds