Lido
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,176,780,987
Clients
13,043
Advisors
315
across 3 offices
About
Lido advises high‑net‑worth and ultra‑high‑net‑worth individuals, family offices, trusts, estates, charitable organizations, corporations and pooled investment vehicles. The firm offers investment management, financial planning, family office services and retirement and estate planning, and also facilitates access to third‑party managers and sub‑advisers.
Lido describes an integrated wealth management approach that seeks diversification across equities, fixed income, structured notes, real estate debt and both liquid and non‑liquid alternatives, and it implements options‑based strategies (including its “Cap and Cushion” approach) directly in client accounts and through pooled vehicles. The firm typically manages assets on a discretionary basis, uses third‑party asset managers and sub‑advisers when appropriate, and documents client goals and risk profiles through client risk profiles or investment policy statements.
Compared with many peers, Lido routinely serves and sub‑advises registered investment companies — including a sub‑advisory role for the VanEck U.S. Equity Buffer ETF and prior advisory relationships with mutual fund vehicles — and operates options‑focused pooled strategies through affiliated entities such as Oakhurst Strategies. The firm also has an extensive affiliate structure (trust companies, an insurance agency, a broker‑dealer, tax and administrative subsidiaries), a history of multiple acquisitions with legacy transition arrangements for heritage clients, and outside investors (affiliated pooled vehicles advised by HPS and interests tied to Charlesbank) that are disclosed as governance and conflict‑of‑interest considerations.
Client services
Expertise
Occupation focus
Fee options
Negotiated fixed fees based on client-specific circumstances or for the advisory service rendered.
$0 - $2,000,000: 1.25% $2,000,000+: 1.00%
Typically $500 per hour, negotiated fixed rates or percentage based on client assets for consultation and financial planning services.
Performance-based fees charged by certain Lido Private Funds and some third-party private fund managers, in addition to advisory fees.
Account minimum: $1,000,000 Minimum fee: Minimum Asset Management fee of $2,500 per quarter ($10,000 annually), subject to waiver or adjustment.
Main office
See office1875 Century Park East, Suite 950
Los Angeles CA 90067
Advisors at this office
312
Offices (3)
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
Colorado Financial Management, A Lido Company · Lido · Lido Advisors · Lido Advisors, LLC · Oakhurst Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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