Lotus Asset Management Limited Liability provides portfolio management for individuals and small businesses.
Lotus Asset Management Limited Liability reports 117 clients. They include 87 individual clients, 29 high-net-worth individuals and 1 charitable organization. Of its assets, 99.5% ($120M across 743 accounts) are managed with discretion; $629K across 9 accounts are not. A wrap fee program the firm both sponsors and manages holds $121M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 31% |
| High-net-worth individuals | 25% | 69% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 87 | $36.9M | 30.6% | $424K |
| High-net-worth individuals | 29 | $83.5M | 69.3% | $2.88M |
| Charitable organizations | Fewer than 5 | $186K | 0.2% | $186K |
| Total | 117 | $121M | 100% | — |
- Clients
- 87
- Regulatory AUM
- $36.9M
- AUM share
- 30.6%
- Avg. per client
- $424K
- Clients
- 29
- Regulatory AUM
- $83.5M
- AUM share
- 69.3%
- Avg. per client
- $2.88M
- Clients
- Fewer than 5
- Regulatory AUM
- $186K
- AUM share
- 0.2%
- Avg. per client
- $186K
Total
- Clients
- 117
- Regulatory AUM
- $121M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Lotus Asset Management Limited Liability charges 0.25%–1.00% a year for its Comprehensive Financial Advisory Package. Each asset band is charged at its own rate. The fee is negotiable and has a $15,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M–$25M | 0.50% |
| $25M and above | 0.25% |
Fee details and sources
Other fees
- Financial Planning
- Fixed fee for creating a financial plan from $3,000 to $75,000, negotiable; included at no extra cost for Comprehensive Financial Advisory clients.
Rohit Padmanabhan owns 75% or more of Lotus Asset Management Limited Liability. The leadership team of Lotus Asset Management Limited Liability includes President Rohit Padmanabhan. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Lotus Asset Management Limited Liability Company
Rohit Padmanabhan
Control person · since June 2015
Besides its headquarters, Lotus Asset Management Limited Liability has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Lotus Asset Management Limited Liability Company
- Headquarters
- Not reported
- Website
- lotusam.com
- Phone
- 315-925-6887
- @lotus-asset-management
- SEC file
- 801-135594
- Structure
- New Jersey LLC
- Fiscal year end
- December
Lotus Asset Management Limited Liability’s named custodian for separately managed accounts is Altruist ($117M). Lotus Asset Management Limited Liability does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $117M100%
At year end, Lotus Asset Management Limited Liability’s separately managed accounts were mostly in funds (65%) and stocks (26%).
What the accounts hold
- Stocks26%
- Funds65%
- Registered funds64%
- Pooled vehicles1%
- Bonds5%
- U.S. government and agency bonds4%
- Investment grade corporate bonds1%
- Cash8%
How many clients does Lotus Asset Management Limited Liability have?
Lotus Asset Management Limited Liability has 117 clients and manages $121 million for them, as of September 2026. They include 87 individual clients, 29 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does Lotus Asset Management Limited Liability offer?
Lotus Asset Management Limited Liability provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Lotus Asset Management Limited Liability charge?
Lotus Asset Management Limited Liability charges 0.25%–1.00% a year for its Comprehensive Financial Advisory Package. Each asset band is charged at its own rate. The fee is negotiable and has a $15,000 annual minimum.
Source: ADV PART 2A-LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY, filed 9 September 2026
Which custodians does Lotus Asset Management Limited Liability use?
Lotus Asset Management Limited Liability’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $117M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026
How many financial advisors does Lotus Asset Management Limited Liability have?
Lotus Asset Management Limited Liability has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lotus Asset Management Limited Liability invest in?
At the end of its last fiscal year, Lotus Asset Management Limited Liability’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 8% cash and equivalents, 4% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lotus Asset Management Limited Liability?
Lotus Asset Management Limited Liability’s direct owner is Rohit Padmanabhan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does Lotus Asset Management Limited Liability get paid?
Lotus Asset Management Limited Liability is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lotus Asset Management Limited Liability?
Its phone number is 315-925-6887. Its website is lotusam.com.
