LOTUS OAK CAPITAL INSTITUTE

LOTUS OAK CAPITAL INSTITUTE is an SEC-registered investment adviser (CRD 339053). Regulatory assets under management: $215K.

Registration

• CRD: 339053
• Type: Registered investment adviser
• Phone: 310 405 5699
• Latest filing: 2026-03-18
• Regulatory AUM: $215K
• Discretionary AUM: $215K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339053 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search