IDB LIDO WEALTH, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 322488). Regulatory assets under management: $478.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| 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 | — |
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CENTURY CITY | CA | 4 | 310-278-8232 |
| BOCA RATON | FL | 1 | 561-453-1000 |