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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRANDMAN, DAVID | I | CEO, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, PRESIDENT, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, PRESIDENT, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, PRESIDENT, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, PRESIDENT, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, PRESIDENT, CCO | E | Control |
| BRANDMAN, DAVID | I | CEO, PRESIDENT, CCO | E | Control |
Registrations
Federal
IA
May 1, 2025 REGISTERED
Notice Filings (2)
NJ NY
Address
80 THEODORE FREMD AVERYE, NY 10580-2891
United States
Phone: 917-208-8661