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CRD: 277030
Lotus Asset Management Limited Liability Company
Nashville, TN
3159256887
$120.5M Total AUM
$119.9M Disc. AUM
-- 3Y CAGR
1 Employees
117 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2015
- Office Locations
- 1
Office Locations
-- Nashville TN
About Lotus Asset Management Limited Liability Company
Lotus Asset Management Limited Liability Company is a Nashville-based RIA. The firm has been operating for 10 years. Managing $120.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
39 AVG AGE
$120.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Radial momentum Catalyst North vertex Matrix Catalyst Vital zenith
Investment Themes
North Vector Zenith
Investment Vehicles
Signal atlas
Services
Focus horizon Legacy Frontier Prime ridge Unison Frontier eagle Delta atlas Capital value
Owner & Executives
ROHIT SUNDARAM PADMANABHAN
Chief Compliance Officer, President
- CRD
- #4986298
- Ownership
- 75% or more
(831) 621-2007
crest.pathway@northcapital.com
in linkedin.com/in/matrix-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,877,228 | $161,342 |
| Non-Discretionary | $629,151 | $69,906 |
| Total | $120,506,379 | $160,248 |
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Separately Managed Accounts
Total SMA Asset: $120,506,379
Public Funds:
8.9% Equity - Exchange:
31.8% Cash:
11.7% U.S. Government/Agency:
12.2% Corporate - Investment Grade:
15.3% Private Funds:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $344,439,576 | 8.9% |
| Equity - Exchange | $1,230,694,216 | 31.8% |
| Cash | $452,802,589 | 11.7% |
| U.S. Government/Agency | $472,153,127 | 12.2% |
| Corporate - Investment Grade | $592,126,462 | 15.3% |
| Private Funds | $777,891,626 | 20.1% |
| Total | $3,870,107,596 | 100.0% |