Lotus Infrastructure Partners, LLC
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Overview
Lotus Infrastructure Partners, LLC is a financial advisory firm headquartered in Greenwich, Connecticut. The firm administers $6.6 billion in assets under management across 26 client accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). Lotus Infrastructure Partners, LLC has a small group, including 11 financial advisors. Lotus Infrastructure Partners, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, options and stocks.
Lotus Infrastructure Partners, LLC manages all of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without requiring client authorization. Lotus Infrastructure Partners, LLC's typical account size is $255.5 million. The average financial advisor at Lotus Infrastructure Partners, LLC oversees about two client accounts, making it one of the most individualized firms in the country.
Lotus Infrastructure Partners, LLC's central office is at 5 Greenwich Office Park, Greenwich, Connecticut 6831. It is legally permitted to serve investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lotus Infrastructure Partners, LLC by the Numbers
$6.6 billion
24
26
$255.5 million
Fee Structure
A financial advisor's fees typically vary depending on which service is offered. However, fee types charged by the firm most likely consist of any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its 26 accounts, Lotus Infrastructure Partners, LLC's biggest client by number of accounts is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lotus Infrastructure Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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