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Lotusgroup Advisors, LLC

● SEC registered since 2017CRD 143379SEC# 801-111051Denver, CO
Export (members)
Reg. AUM
$233.9M
Employees
10
Accounts
622
Location
Denver, CO

Lotusgroup Advisors, LLC assets under management

Lotusgroup Advisors, LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2017. It reports $233.9 million in regulatory assets under management and employs 10 people.
www.lgadvisors.comView on SEC.gov ↗

Lotusgroup Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Amanda Nicole Cohen ControlChief Compliance OfficerUnder 5%2018
Andleib SethSilent Partner5-10%2007
Nicholas Stewart PirnackPartner, Senior AdvisorUnder 5%2019
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Frequently asked questions

How much does Lotusgroup Advisors, LLC manage?

Lotusgroup Advisors, LLC reports $233.9 million in regulatory assets under management on its Form ADV.

How many employees does Lotusgroup Advisors, LLC have?

Lotusgroup Advisors, LLC reports 10 employees.

Where is Lotusgroup Advisors, LLC located?

Lotusgroup Advisors, LLC is based in Denver, CO and has been SEC-registered since 2017.

Does Lotusgroup Advisors, LLC disclose fund performance?

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

Contact & registration

Address1005 S. Gaylord Street, Denver, CO 80209
Phone720.593.9861
Fax815.572.0566
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
CIK1724204
Discloses disciplinary historyNo

Assets under management

Discretionary$174.5M
Non-discretionary$59.4M
Total (RAUM)$233.9M