Lotus
SEC RegisteredThe Intelligence Transition will reshape every industry. We invest at the frontier.
About the firm
LOTUS is an investment firm founded by Alap Shah that invests across public markets, private companies, and companies it incubates, focusing on the Intelligence Transition. With two decades of investing in technology and fifteen years building AI companies, the firm operates long-short equities, venture capital, and incubation strategies. It uses proprietary AI-native research systems built on the same philosophy as Sentieo, the AI financial research platform co-founded by Shah and acquired by AlphaSense for over $200M.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
LOTUS offers three investment pillars: Long-Short Equities (concentrated, high-conviction public market portfolios targeting winners and losers of the Intelligence Transition, run long-short across consumer and technology); Venture Capital (pre-seed to Series A in founders reshaping productivity, health and consumer experience); and Incubation via LOTUS Studio (building original companies from scratch when an unmet need is identified).
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 3 | $405M |
Office locations
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lotus has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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