LOTUS HOLDINGS LLC
Legal name: LOTUS INVESTMENT ADVISORS
CRD #172638 SEC #801-80225 RYE, NY 917-208-8661
SEC Registered
Total AUM
$25M
Discretionary
$23.1M
Employees
2
Clients
0
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $25M | $23.1M | $1.9M | 2 | 0 |
| May 2024 | $46M | $41M | $5M | 3 | 0 |
| Mar 2023 | $49M | $46M | $3M | 3 | 0 |
| Mar 2022 | $49M | $46M | $3M | 3 | 0 |
| Apr 2021 | $48M | $45M | $3M | 3 | 0 |
| Sep 2020 | $45M | $45M | $0 | 2 | 0 |
| Aug 2020 | $45M | $45M | $0 | 2 | 0 |
| Mar 2020 | $45M | $45M | $0 | 2 | 0 |
| Mar 2019 | $45M | $45M | $0 | 2 | 0 |
| Feb 2018 | $45M | $45M | $0 | 2 | 0 |
| Mar 2017 | $45M | $41M | $4M | 2 | 11 |
| Mar 2016 | $45M | $41M | $4M | 2 | 11 |
| Mar 2015 | $45M | $41M | $4M | 2 | 11 |
| Dec 2014 | $39.5M | $39.5M | $0 | 2 | 11 |
DateMay 2025
Total AUM$25M
Discretionary$23.1M
Non-Disc.$1.9M
Employees2
Clients0
DateMay 2024
Total AUM$46M
Discretionary$41M
Non-Disc.$5M
Employees3
Clients0
DateMar 2023
Total AUM$49M
Discretionary$46M
Non-Disc.$3M
Employees3
Clients0
DateMar 2022
Total AUM$49M
Discretionary$46M
Non-Disc.$3M
Employees3
Clients0
DateApr 2021
Total AUM$48M
Discretionary$45M
Non-Disc.$3M
Employees3
Clients0
DateSep 2020
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$45M
Discretionary$41M
Non-Disc.$4M
Employees2
Clients11
DateMar 2016
Total AUM$45M
Discretionary$41M
Non-Disc.$4M
Employees2
Clients11
DateMar 2015
Total AUM$45M
Discretionary$41M
Non-Disc.$4M
Employees2
Clients11
DateDec 2014
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees2
Clients11