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LOTUSGROUP CAPITAL, LLC, CRD 298973
DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| LOTUSGROUP INCOMEPLUS FUND II LP | Other Private Fund | $21.8M | Oct 10, 2024 | 89 | Mar 29, 2022 | reported | 021-401805 |
| LGA INCOMEPLUS FUND, LP | Other Private Fund | $19.3M | Oct 10, 2024 | 81 | Feb 20, 2018 | reported | 021-314493 |
| LOTUSGROUP INCOMEPLUS FUND III LP | Other Private Fund | $11.0M | Oct 10, 2024 | 36 | Aug 1, 2023 | reported | 021-488394 |
| LOTUSGROUP LONGEVITY FUND, LLC | Private Equity Fund | $0 | Sep 1, 2020 | 2 | Sep 26, 2018 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COHEN, AMANDA, NICOLE | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2018 | Sep 26, 2018 | Oct 10, 2024 |
| MARTORELLO, RAPHAEL, ANDRE | MANAGING MEMBER, CIO & INVESTMENT ADVISOR REPRESENTATIVE | D | yes | 09/2018 | Sep 26, 2018 | Oct 10, 2024 |
| Frank, Louis, Camacho | PARTNER, POLICY MANAGER, INVESTMENT ADVISOR REPRESENTATIVE | Na | no | 03/2019 | Feb 3, 2020 | Oct 10, 2024 |
| QUAIL CREEK PRODUCTION CORPORATION | FINANCIAL INTEREST, PARTNER | C | no | 09/2018 | Feb 3, 2020 | Oct 10, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| LOTUSGROUP ADVISORS, LLC | n/a | Independent wealth | $286M | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $157M | $157M | 8 | 3 | 2 | 4 | n/a |
| 2024 | Mar 26, 2025 | $146M | $146M | 8 | 2 | 1 | 3 | n/a |
| 2023 | Mar 13, 2024 | $144M | $144M | 7 | 2 | 1 | 3 | $52.1M |
| 2022 | Mar 30, 2023 | $136M | $136M | 7 | 2 | 1 | 2 | $41.1M |
| 2021 | Mar 14, 2022 | $60.2M | $60.2M | 6 | 2 | 1 | n/a | n/a |
| 2020 | Mar 30, 2021 | $50.1M | $50.1M | 5 | 2 | 2 | n/a | n/a |
| 2019 | Feb 3, 2020 | $25.2M | $25.2M | 5 | 2 | 0 | 1 | $0 |
| 2018 | Mar 26, 2019 | $780M | $780M | 6 | 3 | 0 | 1 | $0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $157M | $146M | 7.2% | $136M | 4.9% | 8 | 8 | 2 | 1 |