# LIDO ADVISORS, INC.

LIDO ADVISORS, INC. of BEVERLY HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 119540
- Type: SEC-registered investment adviser
- SEC file number: 801-61074
- Location: 9100 WILSHIRE BOULEVARD, SUITE 350W, BEVERLY HILLS, CA, 90212
- Phone: 310-278-8232
- Latest filing: 2015-06-11
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $62.0M
- Clients: 27
- Accounts: 1,644

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| KUSHNER GREGORY PAUL | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| WESTHEIMER JEFFREY JOSEPH | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| OZUR JASON JAY | MANAGING DIRECTOR; MANAGING DIRECTOR, CHIEF OPERATIONS OFFICER & PORTFOLIO MANAGER | — |
| ADRIAN BRANDON NMN | MANAGING DIRECTOR | — |
| EISFELDER JEFF NATHAN | MANAGING DIRECTOR | — |
| WEINBERGER ALYSSA LYNDSEY | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119540/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119540/similar
- Related entities: https://search.stillhousedata.com/firm/119540/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119540

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.