Lotusgroup Capital

Fee-Only (% of Portfolio)

LotusGroup Capital manages private investment funds, focusing on long-term capital appreciation and income generation. The firm invests in life settlement contracts, private-market assets, and semi-liquid assets, aiming to preserve capital by investing in recession-resilient sectors with low correlation to public markets. LotusGroup Capital serves as the Investment Manager for these funds, with complete authority to manage the funds' activities.

Assets Under Management$150M
Clients4
AdvisorsN/A
Avg. per Client$37M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

LotusGroup Capital manages private investment funds and charges a management fee that varies based on the specific fund, share class, and other factors. These fees are negotiable under certain circumstances.

  • Class A shares (for existing LGA clients): 0% management fee, 5% incentive fee on distributed fund gains after 100% of capital is returned.
  • Class B shares (for non-LGA clients): 1% management fee, 10% incentive fee.
  • Class C shares (for former LGA clients): Same fee schedule as Class B shares (1% management fee, 10% incentive fee).
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Lotusgroup Capital | TrueAdvisor