# Lotusgroup Capital

> Lotusgroup Capital is an SEC-registered investment advisory firm in Denver, CO, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 298973
- Filed as: LOTUSGROUP CAPITAL
- Legal name: Lotusgroup Capital, LLC
- Also doing business as: LOTUSGROUP LIFE SETTLEMENTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298973
- AdvisorCensus page: https://advisorcensus.com/firm/lotusgroup-capital-denver-co-298973

## Quick answers

**How is Lotusgroup Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Lotusgroup Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lotusgroup Capital located?**
Lotusgroup Capital's principal office is in Denver, CO, according to its Form ADV.

**Is Lotusgroup Capital registered with the SEC or a state?**
Lotusgroup Capital is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298973.

**How much does Lotusgroup Capital manage?**
Lotusgroup Capital reports $156,689,707 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**How have Lotusgroup Capital's assets and staff changed since 2021?**
In the Form ADV data for Lotusgroup Capital: Regulatory assets under management: $50,070,640 in the October 2021 data and $156,689,707 in the October 2026 data, up 213%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

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

**Does Lotusgroup Capital 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/298973

**What changed in Lotusgroup Capital's recent Form ADV filings?**
In the August 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

### Regulatory assets under management (Item 5.F)
- Total: $156,689,707
- Discretionary: $156,689,707
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $156,689,707 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lgadvisors.com
- lotusgroupcapital.com
- Facebook @lgadvisors
- LinkedIn @lotus-group-advisors
- LinkedIn @lotusgroup-capital
- X @lotusgroupadvis

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $50,070,640 | 5 | March 30, 2021 |
| October 2022 | $60,195,051 | 6 | March 30, 2022 |
| October 2023 | $135,568,895 | 7 | August 1, 2023 |
| October 2024 | $143,667,814 | 7 | March 13, 2024 |
| October 2025 | $146,137,525 | 8 | June 30, 2025 |
| October 2026 | $156,689,707 | 8 | July 7, 2026 |

Regulatory assets under management: $50,070,640 in the October 2021 data and $156,689,707 in the October 2026 data, up 213%.
Total employees: 5 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

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

### April 2026
- Added the business name Lotusgroup Life Settlements.
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lotusgroup Capital (CRD 298973): Form ADV filing data as of October 2026.