SourcingSourcing

LOTUS INFRASTRUCTURE PARTNERS, LP

C35
CRD 324015·SEC 801-127002·GREENWICH, CT
AUM
$6.16B
$1B+
Est. Revenue
$61.6M
@ 1% on AUM
Est. EBITDA
$18.5M
@ 30% margin
Est. Deal Value
$147.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LOTUS INFRASTRUCTURE PARTNERS, LP
CRD
324015
SEC file #
801-127002
EIN
—
DBA names
—

Economics

AUM
$6.16B
AUM band
$1B+
AUM trajectory
'25'26
$7.64B → $6.16B▼ -19%
Client mix
Pooled Investment Vehicles28

Operations

Employees (total)
30
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'23'26
11 advisors → 13 advisors▲ +18%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
lotusinfrastructure.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LOTUS INFRASTRUCTURE MANAGEMENT
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
LOTUS INFRASTRUCTURE MANAGEMENT
SCGM LIP MEMBER, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LOTUSINFRASTRUCTURE.COM
Rdap Domain Creation Date
2022-10-07T02:43:25Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5571
Soi Zip Pct 200k Plus
0.3796
Soi Zip Returns 200k Plus
2,760
Soi Zip Total AGI
5,773,188
Fdic Zip Total Deposits
4,712,868,000
Fdic Zip Branch Count
78
Fdic Zip Top Banks
Wells Fargo Bank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo20
Bny Mellon8
E*trade4
Fdic Zip Branches Raw
The Greenwich Bank & Trust CompanyGreenwich, CT
Summit BankGreenwich, CT
Fdic Zip HHI
1924.1
Fdic Zip Top Bank Share Pct
28.71
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-07T02:43:25Z
Rdap Domain Last Changed
2025-10-07T18:31:32Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI13,745
Returns1,340
Stub 2
AGI27,235
Returns740
Stub 3
AGI37,616
Returns610
Soi Zip Total Business Income
119,001
Soi Zip Total Cap Gains
1,445,257
Soi Zip Total Dividends
501,062
Soi Zip Total Returns
7,270
Trust Company Affiliate
No

People (3)

3
ARBIA, DAVID, J
Executive Officer · 2.5%
5867909
Levy, Jeffrey, S
Executive Officer · 2.5%
7659154
SAXENA, HIMANSHU, NMN
Executive Officer · 2.5%
5003973