Lotus Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in RYE, NY. Its latest Form ADV filing, dated April 30, 2025, reports $25M in regulatory assets under management, 2 employees, 1 office, and 21 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$25Mas of April 30, 2025
Discretionary92.4%
$23M
92% of total RAUM92.4%
Non-discretionary7.6%
$2M
8% of total RAUM7.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$25M
Total Accounts21
10Y AUM Change$-20M (-44.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee11:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.