LotusGroup Capital

Overview

LotusGroup Capital is an SEC-registered investment advisor based in Denver, Colorado, specializing in private offerings. The firm focuses on delivering cost-efficient and intelligent direct private investments across various asset classes, including private equity, real estate, and distressed and special situations. Their flagship fund, the LotusGroup Longevity Fund, is an open-ended life settlements fund that has raised and activated over $23.8 million in assets since its inception in 2018. The firm's investment strategy involves sourcing and managing a diversified portfolio of assets, such as green energy contracts, cell tower and billboard easements, litigation financing, mid-market lending, life settlements, mobile home communities, and pre-leased real estate development. LotusGroup Capital employs alpha-seeking techniques, including shadow accounts and retained death benefits, to unlock greater policy value and optimize premiums. The fund is currently 96% activated and conducts monthly capital closes in an open-ended format, offering typical terms like a three-year lock-up with quarterly distributions and third-party valuation reporting to investors. LotusGroup Capital is headquartered in Denver's Cherry Creek business district and is affiliated with Britehorn Securities, which provides broker-dealer services. The firm is registered in Colorado and serves clients nationwide, offering portfolio management for pooled investment vehicles. As of June 30, 2025, LotusGroup Capital managed approximately $146 million in assets across four discretionary accounts, with an average account size of $36.5 million. The firm employs a team of eight professionals, including two dedicated to investment advisory functions, and offers services such as portfolio management for pooled investment vehicles, with compensation arrangements based on a percentage of assets under management and performance-based fees.