# LCV Management, LP

> LCV Management, LP is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 338080
- Filed as: LCV MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338080
- AdvisorCensus page: https://advisorcensus.com/firm/lcv-management-lp-338080

## Quick answers

**How is LCV Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), LCV Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**What does LCV Management, LP's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is LCV Management, LP registered with the SEC or a state?**
LCV Management, LP is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338080.

**How much does LCV Management, LP manage?**
LCV Management, LP reports $118,173,732 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**What types of clients does LCV Management, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does LCV Management, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338080

**What changed in LCV Management, LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $118,173,732.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 2% of assets a year

> Total Assets Under Management Annual Fees All Assets 2.00%

> These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $118,173,732
- Discretionary: $118,173,732
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $118,173,732 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Cupertino, CA

### Websites listed on Form ADV (Item 1.I)
- thelotuscapital.com/contact
- LinkedIn @thelotuscapital

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $118,173,732.

### February 2026
- Newly registered with the SEC.
- Added an office in Cupertino, CA.

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LCV Management, LP (CRD 338080): Form ADV filing data as of October 2026.