The LOTUSGROUP ADVISORS is a privately held investment adviser that advises $442.73mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LOTUSGROUP ADVISORS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 110.94% over the last 5-years.
The Group has been registered with the SEC for 8.93 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1005 S. GAYLORD STREET, DENVER, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 10 investment and 8 non-investment staff. The total number of Employees increased by 28.57% over the last 5-years.
Their $442.73mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $237.78mn or 53.71% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $156.69mn or 35.39% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
LOTUSGROUP ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.