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 applicable
- Headquarters
- Los Angeles, United States
- Invests in
- United States
- 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.
Most shared portfolio companies with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 33 investors with a shared portfolio company. A shared company is not proof they invested together in the same round.
- GiantLeap Capital 2 shared companies: blackrock.com, fidelity.com
- Irregular Expressions 2 shared companies: jpmorgan.com, fidelity.com
- Blackrock Investment Management (Uk) Limited 1 shared company: blackrock.com
- Cogence 1 shared company: blackrock.com
- Global Infrastructure Partners 1 shared company: blackrock.com
- Maveron 1 shared company: blackrock.com
- Runa Capital 1 shared company: blackrock.com
- Temasek Holdings 1 shared company: blackrock.com
- Tiger Developments 1 shared company: blackrock.com
- Zest Capital Sociedad Administradora de Fondos de Inversión S.A.C. 1 shared company: blackrock.com
and 23 more — the graph.
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.
- https://www.lidoadvisors.com/name, invests_in_geographies, aum, status, confidence
- https://www.lidoadvisors.com/services/investment-management/is_investor, layer, sectors, thesis_quote, thesis_quote_page
- https://www.lidoadvisors.com/about/type, hq_country, hq_city, description, founded, people
Record 9013 · added 2026-09-29 · link last verified 2026-10-21 · confidence high
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