# LOTUS

LOTUS of ORLANDO, FL is an SEC-registered investment adviser.

## Registration

- CRD: 335468
- Type: SEC-registered investment adviser
- SEC file number: 801-134198
- Location: 4700 MILLENIA BOULEVARD, SUITE 500, ORLANDO, FL, 32839
- Phone: 628-212-8533
- Latest filing: 2026-08-21
- Regulatory AUM: $405.0M
- Discretionary AUM: $405.0M
- Clients: 30
- Accounts: 3

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [Alap Atul Shah](https://search.stillhousedata.com/person/37098) | MANAGING PARTNER | Orlando, FL |
| [Alap Shah](https://search.stillhousedata.com/person/71663) | MANAGING PARTNER | Indian Harbour Beach, FL |
| [Naman Atul Shah](https://search.stillhousedata.com/person/671022) | PARTNER | — |
| [Matthew Kevin Haney](https://search.stillhousedata.com/person/671023) | CHIEF COMPLIANCE OFFICER | — |
| [Matthew K Haney](https://search.stillhousedata.com/person/688923) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335468/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335468/similar
- Related entities: https://search.stillhousedata.com/firm/335468/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335468

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.