Lido Advisors is a fund manager in Los Angeles with $13.10 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
954742435
SEC advisor number
801-100433
FINRA CRD number
269866
AUM ?
$13.10 bn
(as of 15 May 23)
Accounts
12,641
(as of 15 May 23)
Employees
191
(107 investment advisory or research)
Address
Lido Advisors
1875 CENTURY PARK EAST
SUITE 950
LOS ANGELES
CA 90067
1875 CENTURY PARK EAST
SUITE 950
LOS ANGELES
CA 90067
Office hours
Monday - Friday, 9AM-5PM
Phone
3102788232
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ozur, Jason, Jay | Senior Managing Director & Chief Executive Officer | 06/2021 | 5-10% |
Lee, Jason, Pang Fe | Senior Managing Director, Chief Compliance Officer, General Counsel | 08/2017 | < 5% |
Stern, Kenneth, Aaron | Senior Managing Director & President | 06/2021 | 5-10% |
Charlesbank Equity Fund X, Limited Partnership | Member | 06/2021 | 25-50% |
CB Lido Offshore X, LP | Member | 06/2021 | 10-25% |
Browne, Alexandra, Marie | Senior Managing Director & Chief Development Officer | 06/2021 | < 5% |
Beattie, Stacy, Lynn | Chief Operating Officer | 10/2021 | < 5% |
Kushner, Gregory, Paul | Senior Managing Director & Chairman | 07/2015 | < 5% |
Ownership
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Feb 22