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Lido Advisors, LLC
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Lido Advisors, LLC Share
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Overview Share
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Los Angeles, California
$5.4 billion AUM
14 offices

Lido Advisors, LLC is based in Los Angeles, California and has $5.4 billion in assets under management.

Location
1875 Century Park East
Suite 950
Los Angeles, CA 90067
$5.4 billion
AUM
83
Employees
AUM Share
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$5,403,551,006
Assets under management
6,260 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 134 $355,013,301 7% $2,649,353
High net worth individuals 1,859 $4,678,506,488 87% $2,516,679
Charitable organizations Fewer than 5 clients $10,367,168
Insurance companies Fewer than 5 clients $156,646,818
Other corporations or businesses 41 $203,017,231 4% $4,951,640
Employees Share
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83
Employees
32
Investment analysts
39% of total employees
AUM per employee Share
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$5,403,551,006
Assets under management
$65,103,024
AUM per employee
$168,860,969
AUM per investment analyst
About Share
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Compensation

Lido Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Lido Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 269,866
SEC number 801-100433
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date May 26, 2020

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