LOTUS CAPITAL MANAGEMENT, LLC

Adviser information for LOTUS CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 10th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-123051
SEC ERA File Number 802-123051
SEC CIK Numbers None
SEC CRD Numbers 318086
Legal Entity Identifier None

Principal Office

1110 NEWBOLD LANE
MECHANICSBURG
PA
United States
Monday - Friday, 8:30 A.M. TO 5 P.M.
Tel: (717) 440-1137, Fax: None

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
LOTUS EQUITY INVESTMENTS, LP Hedge Fund $31.6M $0.3M 29

Control Persons

Name Type Entity Title Since Ownership
Athavale, Parth Individual MANAGER; MEMBER 02/2016 > 75%
Athavale, Rucha Individual MEMBER 02/2016 5-10%

No. Employees, Historic

00020212022202320240 on 12/15/20210 on 3/23/20220 on 3/10/2023