Family Office · $30.0bn AUM
Lido Advisors Family Office
Mandate & appetite
- Preferred strategies
- CorePrivate Equity
- Target geographies
- Global
- Typical ticket
- $2m–$10m
- AUM
- $30.0bn
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Lido Advisors, LLC, based in Los Angeles, is a registered investment adviser specializing in private wealth management. Founded in 1999, Lido has grown to manage over $30 billion in regulatory assets, making it one of the fastest-growing firms in the nation. The company employs a family office model that provides personalized services to high-net-worth individuals, families, and organizations, ensuring a fiduciary standard that prioritizes clients' best interests. Lido offers a comprehensive range of services, including financial and estate planning, investment management, tax consulting, and trust services. Their approach integrates various disciplines to create tailored strategies that address clients' unique goals and concerns. The firm emphasizes a client-centered focus, in-house expertise, and clear communication, aiming to build trust and confidentiality in all client relationships. Lido's commitment to holistic wealth management supports clients in navigating complex financial landscapes while securing their legacies.
Unlock mandates & allocation signals
See Lido Advisors Family Office's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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