# JM Lotshaw Consulting

JM Lotshaw Consulting is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 126808
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126808

## About

JM LOTSHAW CONSULTING is a state-registered investment adviser with $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## People

- J.M. Lotshaw — Principal

## Questions

### Does the firm make direct investments or invest through funds?

There is no public record of specific investments. In practice, most single-family offices of this profile blend both: they write checks into external funds for asset classes requiring specialized managers (venture, private equity, hedge funds) while reserving the right to co-invest directly alongside those managers when an opportunity merits a larger commitment.

## Related profiles

- [JLJ Capital Management](https://altss.com/profile/jlj-capital-management-llc)
- [JMK & Associates](https://altss.com/profile/jmk-and-associates-llc)

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Last updated: 2026-07-06T01:24:19.133Z

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