Lotus Holdings LLC
● SEC registered since 2014CRD 172638SEC# 801-80225Rye, NY
Reg. AUM
$30M
Employees
2
Accounts
12
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 $30 million in regulatory assets under management and employs 2 people.
Lotus Holdings LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Brandman Control | Ceo, President, Cco | Over 75% | 2014 |
Frequently asked questions
How much does Lotus Holdings LLC manage?
Lotus Holdings LLC reports $30 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
| Address | 80 Theodore Fremd Ave, Rye, NY 10580-2891 |
| Phone | 917-208-8661 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$30M▲ 20%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$30Mregulatory AUM
Discretionary $25MNon-discretionary $5M