LIDO ADVISORS, LLC

LIDO ADVISORS, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 269866). Regulatory assets under management: $42.5B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (25)

NameRoleLocation
Jason Jay OzurSENIOR MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER; SENIOR MANAGING DIRECTOR & CO-CHIEF EXECUTIVE OFFICER
Jason Pang Fe LeeCHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER; CHIEF LEGAL OFFICER
Kenneth Aaron SternSENIOR MANAGING DIRECTOR & CO-CEO; SENIOR MANAGING DIRECTOR & PRESIDENT
Alexandra Marie BrowneSENIOR MANAGING DIRECTOR & CHIEF DEVELOPMENT OFFICER
Stacy Lynn BeattieCHIEF OPERATING OFFICER
Naseem AnzariCHIEF FINANCIAL OFFICER
Elena RoCHIEF COMPLIANCE OFFICERLOS ANGELES, CA
Gregory Paul KushnerSENIOR MANAGING DIRECTOR & CHAIRMAN
KUSHNER GREGORY PAULCHAIRMAN & CHIEF EXECUTIVE OFFICER; CHAIRMAN & SENIOR MANAGING DIRECTOR; OWNER (+2 more)
STERN KENNETH AARONOWNER; SENIOR MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR & PRESIDENT
HOFFMAN ERIC GEOFFREYMEMBER
LEE FRANK PMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL
WESTHEIMER JEFFREY JOSEPHMEMBER; SENIOR MANAGING DIRECTOR; SENIOR VICE PRESIDENT
OZUR JASON JAYMANAGING DIRECTOR, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER; MEMBER; SENIOR MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER (+2 more)
WEINBERGER ALYSSA LYNDSEYMEMBER; SENIOR MANAGING DIRECTOR; SENIOR VICE PRESIDENT
SCHUSTERMAN LEWIS CLAYCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL
VAN LEEUWEN KENNETH WILLIAMMEMBER
BEATTIE STACY LYNNCHIEF OPERATING OFFICER
LEE JASON PANG FECHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER; SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL
CHRISTIE JEFFREY ANTONMEMBER
Garden Jeffrey HiramCHIEF INVESTMENT OFFICER
BROWNE ALEXANDRA MARIESENIOR MANAGING DIRECTOR & CHIEF DEVELOPMENT OFFICER
Brian Farzin HaloossimPRESIDENT
Daniel Joseph MarquisCHIEF FINANCIAL OFFICER
Daniel MarquisCHIEF FINANCIAL OFFICER

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