firm profile
Lido
Overview
Lido is an SEC registered investment adviser based in Los Angeles, CA, registered since 2015. It reports $42.5B in assets under management across 42,220 accounts, with 437 employees. It has 318 investment adviser representatives.
- Reported AUM
- $42.5B
- Discretionary
- 97%
- Accounts
- 42,220
- Average account
- $1M
- Employees
- 437
- Advisory reps
- 318
- Registered since
- 2015
- Jurisdictions
- 53
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 8
- Jason Jay Ozur Senior Managing Director, Co-Chief Executive Officer CRD 5734834
- Kenneth Aaron Stern Senior Managing Director, Co-Chief Executive Officer CRD 1754133
- Brian Farzin Haloossim President CRD 4704812
5 more executive officers, with direct contact details
Advisory reps 3 of 318
- Virginia Elizabeth Aaron Investment Adviser Rep CRD 5046672
- Raul Acevedo Investment Adviser Rep CRD 5166706
- Myra K Alport Investment Adviser Rep CRD 5059376
315 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1875 Century Park E Ste 950
Los Angeles, CA 90067 - County
- Los Angeles
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- Region
- West
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: lidoadvisors.com
Every state, with registration dates
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