Lotus
Lotus is an SEC-registered asset manager in Orlando, FL with $405.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Lotus: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335468, SEC 801-134198, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $405.0M (2026-03-11)
- Firm type
- Asset Manager
- Location
- Orlando, FL
- Employees
- 30
- Clients
- 3
- CRD
- 335468
- Ownership
- SHAH, ALAP, ATUL; HANEY, MATTHEW, KEVIN; SHAH, NAMAN, ATUL
How much AUM does Lotus have?
Lotus reported $405.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Lotus?
Disclosed owners and executives of Lotus include SHAH, ALAP, ATUL, HANEY, MATTHEW, KEVIN, SHAH, NAMAN, ATUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.