# LIDO ADVISORS, LLC

LIDO ADVISORS, LLC of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 269866
- Type: SEC-registered investment adviser
- SEC file number: 801-100433
- Location: 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA, 90067
- Phone: 800-301-5436
- Latest filing: 2026-07-09
- Regulatory AUM: $42.5B
- Discretionary AUM: $41.4B
- Non-discretionary AUM: $1.1B
- Clients: 437
- Accounts: 42,220

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Jason Jay Ozur | SENIOR MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER; SENIOR MANAGING DIRECTOR & CO-CHIEF EXECUTIVE OFFICER | — |
| Jason Pang Fe Lee | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER; CHIEF LEGAL OFFICER | — |
| Kenneth Aaron Stern | SENIOR MANAGING DIRECTOR & CO-CEO; SENIOR MANAGING DIRECTOR & PRESIDENT | — |
| Alexandra Marie Browne | SENIOR MANAGING DIRECTOR & CHIEF DEVELOPMENT OFFICER | — |
| Stacy Lynn Beattie | CHIEF OPERATING OFFICER | — |
| Naseem Anzari | CHIEF FINANCIAL OFFICER | — |
| Elena Ro | CHIEF COMPLIANCE OFFICER | LOS ANGELES, CA |
| Gregory Paul Kushner | SENIOR MANAGING DIRECTOR & CHAIRMAN | — |
| KUSHNER GREGORY PAUL | CHAIRMAN & CHIEF EXECUTIVE OFFICER; CHAIRMAN & SENIOR MANAGING DIRECTOR; OWNER (+2 more) | — |
| STERN KENNETH AARON | OWNER; SENIOR MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR & PRESIDENT | — |
| HOFFMAN ERIC GEOFFREY | MEMBER | — |
| LEE FRANK P | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| WESTHEIMER JEFFREY JOSEPH | MEMBER; SENIOR MANAGING DIRECTOR; SENIOR VICE PRESIDENT | — |
| OZUR JASON JAY | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER; MEMBER; SENIOR MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER (+2 more) | — |
| WEINBERGER ALYSSA LYNDSEY | MEMBER; SENIOR MANAGING DIRECTOR; SENIOR VICE PRESIDENT | — |
| SCHUSTERMAN LEWIS CLAY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| VAN LEEUWEN KENNETH WILLIAM | MEMBER | — |
| BEATTIE STACY LYNN | CHIEF OPERATING OFFICER | — |
| LEE JASON PANG FE | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER; SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| CHRISTIE JEFFREY ANTON | MEMBER | — |
| Garden Jeffrey Hiram | CHIEF INVESTMENT OFFICER | — |
| BROWNE ALEXANDRA MARIE | SENIOR MANAGING DIRECTOR & CHIEF DEVELOPMENT OFFICER | — |
| Brian Farzin Haloossim | PRESIDENT | — |
| Daniel Joseph Marquis | CHIEF FINANCIAL OFFICER | — |
| Daniel Marquis | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/269866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/269866/similar
- Related entities: https://search.stillhousedata.com/firm/269866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/269866

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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.