Lotus

Fee-Only (% of Portfolio)

Lotus Technology Management manages investments for private funds using a master feeder structure. Lotus does not tailor its advisory services to individual investors, nor provide investors with the right to specify or restrict the Funds’ investment objectives or any investment or trading decisions. Lotus provides discretionary investment management services to the Funds pursuant to investment guidelines set forth in the relevant governing and offering documents of the Funds.

Assets Under Management$260M
Clients3
AdvisorsN/A
Avg. per Client$87M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Lotus | TrueAdvisor