Form D · Hedge Fund

Lotus Equity Investments, LP

Mechanicsburg, PA · CIK 0001671298

Offering snapshot reported May 6, 2026 · SEC filing

Reported sold: $10.3M
Investors reported: 31
Minimum accepted: $100K
First sale: May 1, 2016

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors30 → 31

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 6, 2026	Amendment	$10,259,283	$0vs Mar 7, 2023	31	SEC filing
Mar 7, 2023	Amendment	$10,259,283	$655,000vs Mar 7, 2022	30	SEC filing
Mar 7, 2022	Amendment	$9,604,283	$5,505,030vs Mar 5, 2021	29	SEC filing
Mar 5, 2021	Amendment	$4,099,253	No comparison	19	SEC filing
Apr 5, 2016	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-260655

Source: Form D, filed May 6, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

LOTUS EQUITY INVESTMENTS, LP

Investment adviser: LOTUS CAPITAL MANAGEMENT, LLC

Gross asset value: $31.6M
Beneficial owners: 29
ADV minimum commitment: $250K

Reported in Form ADV on Mar 10, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY & CO. ENGLEWOOD, Colorado, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

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

RICHEY MAY & CO.
PCAOB 673

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Filing source

Form ADV 1723461 · Mar 10, 2023 · Schedule D 7.B.(1), fund 805-6937145964

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Parth Athavale	Executive
N/A Lotus Capital Management, Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1110 Newbold Lane
Mechanicsburg, PA, 17050