# Lotus

> Lotus is an SEC-registered investment advisory firm in Orlando, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 335468
- Filed as: LOTUS
- Legal name: Lotus Technology Management, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335468
- AdvisorCensus page: https://advisorcensus.com/firm/lotus-orlando-fl-335468

## Quick answers

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

**Where is Lotus located?**
Lotus' principal office is in Orlando, FL, according to its Form ADV.

**Is Lotus registered with the SEC or a state?**
Lotus is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335468.

**How much does Lotus manage?**
Lotus reports $405,000,000 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**What types of clients does Lotus serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Lotus 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/335468

**Does Lotus state an account minimum?**
Its Form ADV Part 2A brochure dated August 21, 2026 says: "Subject to the discretion of Lotus to accept less, the minimum initial investment threshold for the Funds is $1,000,000."

**What changed in Lotus' recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 August 21, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Subject to the discretion of Lotus to accept less, the minimum initial investment threshold for the Funds is $1,000,000.

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

### Regulatory assets under management (Item 5.F)
- Total: $405,000,000
- Discretionary: $405,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $405,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 30 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lotusmgmt.co
- LinkedIn @LOTUS-TECHNOLOGY-MANAGEMENT

## Changes in the filing (last 12 months)

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

### April 2026
- Regulatory assets under management went from $262,000,000 to $405,000,000 (+55%).

### January 2026
- Employees performing advisory functions went from 15 to 5.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lotus (CRD 335468): Form ADV filing data as of October 2026.