LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY

LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY is an SEC-registered investment adviser (CRD 277030). Regulatory assets under management: $120.5M.

Registration

• CRD: 277030
• SEC file number: 801-135594
• Type: Registered investment adviser
• Phone: 315-925-6887
• Latest filing: 2026-07-24
• Regulatory AUM: $120.5M
• Discretionary AUM: $119.9M
• Non-discretionary AUM: $629K
• Clients: 1
• Accounts: 752

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 277030 on SEC IAPD (source of record)
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