{ "crd_number": 324015, "slug": "lotus-infrastructure-partners-lp-greenwich-ct-324015", "primary_business_name": "LOTUS INFRASTRUCTURE PARTNERS, LP", "legal_name": "LOTUS INFRASTRUCTURE PARTNERS, LP", "dbas": [], "city": "Greenwich", "state": "CT", "country": "United States", "cbsa_code": "14860", "metro": { "cbsa_code": "14860", "common_name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "path": "/advisors/ct/bridgeport" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-12-12", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 6155568591.0, "raum_discretionary": 6155568591.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 30, "advisory_employees": 13, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 6155568591.0, "count": 28 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT" ], "websites": [ "https://facebook.com/teamlotusinfra", "https://linkedin.com/company/lotus-infrastructure-partners/mycompany/verification", "https://lotusinfrastructure.com", "https://twitter.com/teamlotusinfra" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324015", "city_as_filed": "GREENWICH", "url": "https://advisorcensus.com/firm/lotus-infrastructure-partners-lp-greenwich-ct-324015", "display_name": "Lotus Infrastructure Partners, LP", "summary": "Lotus Infrastructure Partners, LP is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Lotus Infrastructure Partners, LP (CRD 324015): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Lotus Infrastructure Partners, LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Lotus Infrastructure Partners, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Lotus Infrastructure Partners, LP located?", "a": "Lotus Infrastructure Partners, LP's principal office is in Greenwich, CT, according to its Form ADV." }, { "q": "Is Lotus Infrastructure Partners, LP registered with the SEC or a state?", "a": "Lotus Infrastructure Partners, LP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 324015." }, { "q": "How much does Lotus Infrastructure Partners, LP manage?", "a": "Lotus Infrastructure Partners, LP reports $6,155,568,591 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Lotus Infrastructure Partners, LP's assets and staff changed since 2023?", "a": "In the Form ADV data for Lotus Infrastructure Partners, LP: Regulatory assets under management: $6,642,411,150 in the October 2023 data and $6,155,568,591 in the October 2026 data, down 7%. Total employees: 24 in October 2023 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Lotus Infrastructure Partners, LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (28)." }, { "q": "Does Lotus Infrastructure Partners, LP report any disciplinary disclosures?", "a": "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/324015" }, { "q": "Does Lotus Infrastructure Partners, LP state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"The minimum initial investment is $10,000,000, subject to waiver at the discretion of Lotus.\"" }, { "q": "What changed in Lotus Infrastructure Partners, LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 11 to 13. Regulatory assets under management went from $7,637,139,327 to $6,155,568,591 (-19%)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 6642411150.0, "total_employees": 24, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 7251209915.0, "total_employees": 30, "filing_date": "2024-05-09" }, { "period": "2025-10-01", "regulatory_assets_under_management": 7637139327.0, "total_employees": 30, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6155568591.0, "total_employees": 30, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 11 to 13.", "Regulatory assets under management went from $7,637,139,327 to $6,155,568,591 (-19%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$10,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "The minimum initial investment is $10,000,000, subject to waiver at the discretion of Lotus." ] } ], "quotes": [ "The minimum initial investment is $10,000,000, subject to waiver at the discretion of Lotus." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/lotus-infrastructure-partners-lp-greenwich-ct-324015.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 28, "fewer_than_5": false, "raum": 6155568591.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324015", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }