LotusGroup provides convenient access to exclusive institutional private investments. We strive to create more wealth for investors, make business operations more efficient, and provide additional growth to registered investment advisory and family office practices.

Founded in 2004, LotusGroup Advisors (“LGA”)  is a leader in negotiating access to institutional-grade private investments.  As an SEC Registered Investment Advisor (“RIA”), LGA is subject to, and maintains the highest fiduciary standards required by financial law. LGA has completed over 600 private client placements across 15 professionally-sourced investment categories / partners.  LGA possesses a 14-year unblemished regulatory track record, $135 million in assets under management, and 155 client families served. Focused on world-class reliability, LGA encourages clients to maximize life’s productive potential.

Investments

Raphael Martorello
Raphael MartorelloManaging Partner
Raph has been independently named “Five Star Wealth Manager” every year from 2014 – 2017, and serves as our Managing Partner. Raph sets our overall vision and manages the LGA team, infusing his consultative and friendly approach into all we do. With a personal mission to help people achieve life’s potential, Raph inspires our team, clientele, and business partners to constantly strive for greater results. Raph developed our data-driven public investment models over a two decade period, strategies that are now being managed and improved upon by our Investment Team. He also personally sources and invests in our private placement opportunities. Raph holds a Bachelor of Science in Mechanical Engineering with a Minor in Economics from the University of Virginia.

Capital Markets

Jon BuiDirector of Business Development / Investor Relations
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Compliance

Amanda CohenChief Compliance Officer
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General Partner / Fiduciary

PPB Capital
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Additional Partners / Resources

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