Another 90 days in the books and a lot to report on!

We activated another $9.0MM of client investments, including the addition of two new private LP investments.

  1. Mid-market lending with an immediate 11.1% return, and subsequent 7.77% annual cash flow.
  2. A roll-up of the waste management industry, currently paying out 8.7%, and targeting 15%+ per year long-term return.

We were able to initiate 65 new placements for clients, while also increasing the avg club member to $67K per year of cash flow.

Our first successful exit is on the horizon within the next 3-6 months – stay tuned!

Finally, we are working hard behind the scenes to create and offer our own direct funds in early 2018.

We intend to launch a fund-of-funds offering which will target cost reduction, diversification, and bespoke investment opportunities.


Lotus Club Program Highlights (90 day progress)

  • 76 Club Members with $0.7 billion of net worth (3 new Members)
  • 463 total private placements (65 new placements)
  • $50.6 million of private investments ($9.0 million added)*
  • $5.12 million of annual cash flow (up $0.61 million)
  • $67K of annual cash flow per Member (up $5K per member)
* LotusGroup now manages over $120 million in assets across both private and public strategies


If you’d like to learn more about joining Lotus Club and whether you qualify, please complete and submit our simple form here:

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