This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$405MItem 5.F on the latest filing (2026-08-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$405M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

30

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3

Private funds

1Schedule D 7.B(1)

Custody, client assets

$0

SEC number

801-134198

CRD

335468

Filings on the tape

4

First filed

Jul 22, 2025

Latest filed

Aug 21, 2026

Organised

Limited Partnership, DE

Website

lotusmgmt.co

• Occurred

  Mar 11, 2026
  Regulatory AUM changed

  Lotus reported RAUM $405.0M, up 55% from $262.0M (2025-12-17 to 2026-03-11)

  Form ADVobserved 5 days ago
  $143M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:92162aae-ea9a-d36a-be10-d912c32bdccd

First observed

Jul 22, 2025

Last observed

Aug 21, 2026 30 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.