Lotus Asset Management Limited Liability Company is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 17, 2026, reports $121M in regulatory assets under management, 1 employee, and 752 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.4% of total clients.
Top client categories% of clientsClients
1
Individuals
74.4%
87
2
HNWI
24.8%
29
3
Charitable
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of April 17, 2026
Discretionary99.5%
$120M
99% of total RAUM99.5%
Non-discretionary0.5%
$629K
1% of total RAUM0.5%
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$121M
Total Accounts752
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee117:1
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.