Lido

RIASEC RegisteredEst. 2015

Total AUM

$42.5B

Discretionary

$41.4B

97% of AUM

Avg account

$1M

Accounts

42,220

Employees

437

Advisory reps

326

Firm details

Headquarters: Los Angeles, California
CRD number: 269866
Registered since: July 1, 2015
Website: www.lidoadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI86.55%
Corporations / Businesses6.06%
Individuals3.27%
Charitable Organizations2.18%
Pooled Investment Vehicles1.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lido is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator to both individual/family and institutional clients. The firm provides a broad set of advisory services that include financial planning, discretionary portfolio management for individuals, businesses and pooled investment vehicles, manager selection, and educational workshops. Lido also operates in a commodity futures adviser capacity (CPO/CTA) and charges a mix of percentage-of-AUM, hourly, fixed and performance-based fees. The firm identifies as an active ESG investor and runs both third-party manager allocations and its own private funds. Lido has been recognized repeatedly in industry rankings, appearing on lists from Barron’s (Top 100 RIA firms across multiple years), Forbes (Top RIA firms and America’s Top RIA Firms), Financial Times (Top 300 RIA Firms), and AdvisorHub’s 50 RIA Firms to Watch.