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Rohit Padmanabhan

Advisor at Lotus Asset Management Limited Liability Company

Updated today
Lotus Asset Management Limited Liability Company logo

Firm

Lotus Asset Management Limited Liability Company

Location

Nashville, TN

Credentials

CFA®, Series 66

Industry experience

17 years

About

Rohit Padmanabhan is a CFA® charterholder with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company since 2015, where he is the sole advisor. The firm provides portfolio management and investment advice to individuals, high-net-worth clients, and charitable organizations. Lotus employs a variety of analytical approaches and investment strategies, including the use of derivatives and digital asset expertise, to deliver tailored portfolio management and due diligence services.

Client services

Based on Lotus Asset Management Limited Liability Company

Portfolio management

Expertise

Based on Lotus Asset Management Limited Liability Company

Private / alternative investments Options & derivatives strategies Active portfolio management Real estate investing

Fee options

Percentage

$100,000 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.10% $5,000,001 - And Up: 1.00%

Other

Account minimum: $500,000 (may be waived at discretion) Fee-only: Asset-based fees only; no commissions accepted; fees generally negotiable.

Location

Nashville, TN

Most active in

California · District of Columbia · Louisiana · New Jersey · New York · Tennessee · Texas

Work history

Lotus Asset Management Limited Liability Company

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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