LOTUS HOLDINGS LLC

LOTUS HOLDINGS LLC of RYE, NY is an SEC-registered investment adviser (CRD 172638). Regulatory assets under management: $30.0M.

Registration

• CRD: 172638
• SEC file number: 801-80225
• Type: Registered investment adviser
• Location: 80 THEODORE FREMD AVE, RYE, NY, 10580-2891
• Phone: 917-208-8661
• Latest filing: 2026-06-01
• Regulatory AUM: $30.0M
• Discretionary AUM: $25.0M
• Non-discretionary AUM: $5.0M
• Clients: 2
• Accounts: 12

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 172638 on SEC IAPD (source of record)
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