# IDB LIDO WEALTH, LLC

IDB LIDO WEALTH, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 322488
- Type: SEC-registered investment adviser
- SEC file number: 801-126779
- Location: 1114 6TH AVENUE, 9TH FLOOR, NEW YORK, NY, 10036
- Phone: 646-839-9793
- Latest filing: 2026-07-27
- Regulatory AUM: $478.4M
- Discretionary AUM: $478.4M
- Clients: 14
- Accounts: 329

## Business model

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

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| David Park | DIRECTOR AND MANAGER | La Jolla, CA |
| Jason Jay Ozur | BOARD CHAIRMAN AND MANAGER | — |
| Jason Pang Fe Lee | DIRECTOR AND MANAGER | — |
| Kenneth Aaron Stern | DIRECTOR AND MANAGER | — |
| Tina Louise Mitchell | CHIEF COMPLIANCE OFFICER | — |
| Joshua Taylor Jones | CHIEF COMPLIANCE OFFICER | — |
| Iynkaran Kanapathipillai | CHIEF EXECUTIVE OFFICER | — |
| Sagy Aseraf | DIRECTOR AND MANAGER | — |
| Christian Rocchio | DIRECTOR AND MANAGER | — |
| Avner Mendelson | DIRECTOR AND MANAGER | — |
| Ziv Biron | DIRECTOR AND MANAGER | — |
| STERN KENNETH AARON | DIRECTOR AND MANAGER | — |
| MITCHELL TINA LOUISE | CHIEF COMPLIANCE OFFICER | — |
| OZUR JASON JAY | BOARD CHAIRMAN AND MANAGER; DIRECTOR AND MANAGER | — |
| LEE JASON PANG FE | DIRECTOR AND MANAGER | — |
| Biron Ziv | DIRECTOR AND MANAGER | — |
| KIM KIYOUN | DIRECTOR AND MANAGER | — |
| LOGATTO JAMES ROBERT | DIRECTOR AND MANAGER | — |
| Kanapathipillai Iynkaran | CHIEF EXECUTIVE OFFICER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-05-24 | regulatory | DEFICIENCIES AND WEAKNESSES IN THE BANK'S ANTI-MONEY LAUNDERING/COUNTERING THE FINANCING OF TERRORISM PROGRAM (AML/CFT PROGRAM). | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322488/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322488/similar
- Related entities: https://search.stillhousedata.com/firm/322488/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322488

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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.