Lotus Technology Management provides portfolio management for pooled vehicles. The firm advises 1 private fund.
Lotus Technology Management reports 3 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($405M across 3 accounts) are managed with discretion. Of its clients, 67% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $405M | 100.0% | $135M |
| Total | 3 | $405M | 100% | $135M |
- Clients
- 3
- Regulatory AUM
- $405M
- AUM share
- 100.0%
- Avg. per client
- $135M
Total
- Clients
- 3
- Regulatory AUM
- $405M
- AUM share
- 100%
- Avg. per client
- $135M
- Clients outside the U.S.
- 67%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Lotus Technology Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Naman Shah owns 25% to 50% of Lotus Technology Management. The leadership team of Lotus Technology Management includes Chief Compliance Officer Brennan McCaw. It has 30 employees, 5 of them in advisory roles.
Leadership
- Brennan McCawChief Compliance Officer
- Alap ShahManaging Partner
- Naman ShahPartner
Staff
- 30 employees
- 5 in advisory functions
- Owns 25% to 50% of Lotus Technology Management, LP
Naman Shah
Control person · since March 2025
- Owns 10% to 25% of Lotus Technology Management, LP
Alap Shah
Control person · since March 2025
Besides its headquarters, Lotus Technology Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 4700 Millenia Boulevard, Suite 500, OrlandoHQ
Contact and registration details
- Legal name
- Lotus Technology Management, LP
- Headquarters
- 4700 Millenia Boulevard, Suite 500, Orlando, FL 32839
- Website
- lotusmgmt.co
- Phone
- 628-212-8533
- @lotus-technology-management
- SEC file
- 801-134198
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Lotus Technology Management has custody of client assets.
Lotus Technology Management’s reported 13F holdings for the quarter ended 30 June 2026 total $81.5M across 78 positions; the largest are Vaneck ETF Trust (11.0%), Eli Lilly & CO (4.6%) and Similarweb Ltd (4.2%).
Reported 13F holdings
- $81.5M
- Reported 13F value
- 78
- Positions
- 41.7%
- In the 10 largest
- +201.4%
- Value vs. prior quarter
- Vaneck ETF Trust · Semiconductr ETF11.0%
- Eli Lilly & CO4.6%
- Similarweb Ltd4.2%
- Williams Sonoma Inc.4.0%
- Take-two Interactive Softwar3.9%
- Affirm Hldgs Inc. · Com CL A3.3%
- Life Time Group Holdings Inc.3.2%
- Burlington Stores Inc.2.6%
- Bellring Brands Inc.2.6%
- Cheesecake Factory Inc.2.3%
Together, the ten largest are 41.7% of reported value.
How many clients does Lotus Technology Management have?
Lotus Technology Management has 3 clients and manages $405 million for them, as of August 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026
What services does Lotus Technology Management offer?
Lotus Technology Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Lotus Technology Management have?
Lotus Technology Management has 0 investment adviser representatives registered with state securities authorities, out of 30 employees, and 5 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
Who owns Lotus Technology Management?
Lotus Technology Management’s direct owners are Alap Shah and Naman Shah, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 21 August 2026
How does Lotus Technology Management get paid?
Lotus Technology Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions 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 Technology Management?
Lotus Technology Management’s main office is at 4700 Millenia Boulevard, Suite 500, Orlando, FL 32839. Its phone number is 628-212-8533. Its website is lotusmgmt.co.