RIA Intel›Advisers›New York›LOTUS HOLDINGS LLC

LOTUS HOLDINGS LLC

Advisory

N·RYE, NY

Data as of May 8, 2024 · Source: SEC Form ADV

Total AUM

$30M

1-Year AUM Growth

-6.1%

3-Year CAGR

-1.4%

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$25M

Non-Discretionary AUM$5M

Discretionary %83.3%

Total Clients21

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingAug 13, 2014

Latest FilingMay 8, 2024

🔒 Full AUM trend chart and 14 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LOTUS HOLDINGS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.