Investment adviser · CRD 143379

LOTUSGROUP ADVISORS

Investment adviser filing (IA)

LOTUSGROUP ADVISORS, LLC

DENVER, CO, United States · Form ADV filed Jul 7, 2026

Regulatory AUM: $286M
Client accounts: 720
Employees: 10
Advisory professionals: 7

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	71	$237,779,255	83.1%
Individuals	115	$43,940,459	15.4%
Corporations & businesses	Fewer than 5	$4,213,260	1.5%
Charities	Fewer than 5	$103,075	0.0%

Filing source

Form ADV 2117489 · Jul 7, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LOTUSGROUP INCOMEPLUS FUND II LPOther Private Fund · Last reported Jul 18, 2022$13.4MGross asset value

Fund administrator NAV CONSULTING OAKBROOKE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MENGEL, METZGER, BARR & CO LLP ROCHESTER, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

MENGEL, METZGER, BARR & CO LLP
PCAOB 557

Fund details & source

Fund ID: 805-7308760736
Reported beneficial owners: 68
Minimum commitment: $500K

Form ADV 1664581 · Jul 18, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LGA INCOMEPLUS FUND, LPOther Private Fund · Last reported Jul 18, 2022$0Gross asset value

Fund administrator NAV CONSULTING OAKBROOKE TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PATKE & ASSOCIATES LINCOLNSHIRE, Illinois, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

PATKE & ASSOCIATES
PCAOB 2799

Fund details & source

Fund ID: 805-5257583459
Reported beneficial owners: 0
Minimum commitment: $500K

Form ADV 1664581 · Jul 18, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 7, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

1005 S. GAYLORD STREET
DENVER, CO, 80209, United States

CRD 143379

Filing source

Form ADV 2117489 · Jul 7, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.