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Lido Advisors

lidoadvisors.com Direct + LP

Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles that manages over $40 billion in regulatory assets for entrepreneurs, executives, and multigenerational families. It provides wealth management services including financial planning, investment management, trust and estate planning, and tax consulting, with access to alternative investments and private markets.

Lido Advisors is an asset manager headquartered in Los Angeles, United States, founded in 1999. It invests both directly in companies and in funds as a limited partner, in private equity, private credit, real estate and hedge funds. $46.4 B RAUM under management, as it reports.

“Our extensive network and in-house platform may help you tap into exclusive opportunities across private equity, private credit, real estate, hedge funds, infrastructure, and special situations, including investments tied to specific corporate events such as mergers, spinoffs, and restructurings.”

— Lido Advisors, own website
Layer
Direct + LP
Type
Asset manager
Stage
Not stated
Headquarters
Los Angeles, United States
Invests in
United States
Sectors
private equity, private credit, real estate, hedge funds, infrastructure, special situations
Founded
1999
Assets under management
$46.4 B RAUM

Team, as Lido Advisors publishes it

  • Jason Ozur Founding Partner, Chief Executive Officer
  • Ken Stern Founding Partner, Co-Chief Executive Officer
  • Brian Haloossim President
  • Greg Kushner Founder, Chairman
  • Alexandra Browne Senior Managing Director, Chief Development Officer
  • Blair Buick Chief Strategy Officer
  • Justin Barish Chief Marketing and Digital Officer
  • Ruben Lusinyants Chief Technology Officer
  • Elena Ro Chief Compliance Officer and Special Counsel
  • Jeff Garden Senior Managing Director, Chief Investment Officer

Names and roles exactly as listed on lidoadvisors.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Lido Advisors publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 9013 · added 2026-09-29 · link last verified 2026-09-29 · confidence high

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