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Lotusgroup Advisors, LLC

● SEC registered since 2017CRD 143379SEC# 801-111051Denver, CO
Export (members)
Reg. AUM
$286M
Employees
10
Accounts
720
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 $286 million in regulatory assets under management and employs 10 people.

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 $286 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

Regulatory AUM

$286M▲ 22%
Mar '25 — $233.9MApr '25 — $233.9MMay '25 — $233.9MJun '25 — $233.9MJul '25 — $233.9MAug '25 — $233.9MSep '25 — $233.9MOct '25 — $233.9MNov '25 — $233.9MDec '25 — $233.9MJan '26 — $233.9MFeb '26 — $233.9MMar '26 — $286MApr '26 — $286MMay '26 — $286MJun '26 — $286M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$286Mregulatory AUM
Discretionary $217.9MNon-discretionary $68.2M