LOTUS HOLDINGS LLC
DBA: LOTUS INVESTMENT ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $30.0M |
| Discretionary | $25.0M83% of AUM |
| Non-Discretionary | $5.0M |
| Client Accounts | 12 |
| Avg Account Size | $2.5M |
| Employees | 2 |
| Peak AUM | $49.0MMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $30M | +20.0% | 15.1% | 9.0% | |
| Discretionary AUM | $25M | ||||
Key Metrics
| Total AUM | $30.0M |
| Discretionary | $25.0M |
| Employees | 2 |
| Client Accounts | 12 |
| Client Range | 0 |
Contact & Location
Address
80 THEODORE FREMD AVE
RYE NY 10580-2891
Phone
917-208-8661
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$25M
83.3% of AUM
Non-Discretionary
$5M
16.7% of AUM
Disc. mix ▼ 9.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported