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Lotus Holdings LLC

● SEC registered since 2014CRD 172638SEC# 801-80225Rye, NY
Export (members)
Reg. AUM
$25M
Employees
2
Accounts
21
Location
Rye, NY

Lotus Holdings LLC assets under management

Lotus Holdings LLC operates as an SEC-registered investment adviser based in Rye, NY. The firm has been registered since 2014. It reports $25 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Lotus Holdings LLC owners & executives

1 reported
NameTitleOwnershipSince
David Brandman ControlCeo, President, CcoOver 75%2014

Frequently asked questions

How much does Lotus Holdings LLC manage?

Lotus Holdings LLC reports $25 million in regulatory assets under management on its Form ADV.

How many employees does Lotus Holdings LLC have?

Lotus Holdings LLC reports 2 employees.

Where is Lotus Holdings LLC located?

Lotus Holdings LLC is based in Rye, NY and has been SEC-registered since 2014.

Does Lotus Holdings LLC disclose fund performance?

Lotus Holdings LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address80 Theodore Fremd Ave, Rye, NY 10580-2891
Phone917-208-8661
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$23.1M
Non-discretionary$1.9M
Total (RAUM)$25M