Overview
A. Description of the Advisory Firm
Lotus Infrastructure Partners, LP (“Lotus”), a Delaware limited partnership, provides
investment advisory services to private investment funds (the “Funds” or “Clients”). Lotus
was formed on October 17, 2022. Lotus Infrastructure Management Holdings, LP is the
majority owner of Lotus.
B. Types of Advisory Services
Lotus provides advisory services pursuant to each Fund’s offering memorandum, limited
partnership agreement, subscription documents, or similar document, as applicable
(“Constituent Documents”), and not to the needs of any Fund’s individual investors
(“Investors”). Lotus invests in energy-related assets, with a focus on power generation,
transmission, storage, and related projects, including debt and equity investments.
The Funds will
offer limited partnership interests (“Interests”) to certain qualified investors
as described in response to Item 7, below.
C. Client Tailored Services and Client Imposed Restrictions
Advisory services are tailored to achieve the Funds’ investment objectives. With respect to
the Funds, Lotus has the authority to select which and how many securities and other
instruments to buy or sell without consultation with the Fund or its Investors, as long as the
characteristics of such investments meet the investment criteria documented in the
Constitute Documents of the applicable Fund(s).
D. Wrap Fee Programs
Lotus does not participate in wrap fee programs.
E. Amounts Under Management As of December 31, 2023, Lotus has $ $7,251,209,915
of assets under management, all on a discretionary basis.