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Lido Advisors, LLC

Multifamily office listing in Los Angeles, California, United States.

SEC-registered
Founded 1999

Regulatory AUM: $42.5 billion
Employees: 437
Clients: More than 500
Founded: 1999

Independent wealth-management firm serving entrepreneurs, executives, multigenerational families, and individuals navigating major financial transitions.

Overview

Lido Advisors, LLC is an independent, SEC-registered investment adviser. The firm coordinates investment management, financial planning, tax services, trust and estate planning, and risk management through a fiduciary model.¹

History

Greg Kushner founded Lido Advisors in 1999 after advising families with complex financial needs within a consortium of family offices.¹

Leadership

Jason Ozur is Founding Partner and Chief Executive Officer. He oversees alternative investments and participates on the firm’s investment committee.¹

Ken Stern is Founding Partner and Co-Chief Executive Officer, leading execution of Lido’s vision and growth in advanced wealth management and investment strategy.¹

Brian Haloossim is President of Lido Advisors.¹

Greg Kushner serves as Founder and Chairman. He works with ultra-high-net-worth investors and family offices on personalized financial strategies and multigenerational planning.¹

Services

Lido provides financial planning, investment management, trust and estate planning, and tax consulting and preparation. Its Form ADV identifies portfolio management, financial planning, selecting other advisers, and educational seminars among its advisory services.²

The firm’s Lido One platform coordinates investment, tax, estate, and planning specialists through an integrated wealth-management structure.¹

What the firm offers

Investment management
Financial planning
Tax planning
Estate planning
Trust and fiduciary
Risk and insurance
Private and alternative investments

Client Focus

Lido serves entrepreneurs, executives, multigenerational families, individuals facing major financial transitions, ultra-high-net-worth investors, and family offices.¹

Approach

Lido says its fiduciary model brings together coordinated advice across investing, tax planning, trust and estate planning, and risk management. The firm states that it primarily implements proprietary investment strategies in-house and provides access to private equity, private credit, real assets, and custom solutions.¹

Assets and Scale

Lido reports $46.4 billion in regulatory assets under management as of June 30, 2026, and more than 40 offices nationwide.¹

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 269866. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2016	$1.3 billion	$1.3 billion	$33 million
2017	$1.7 billion	$1.7 billion	$26 million
2018	$2.8 billion	$2.6 billion	$149 million
2019	$4.1 billion	$3.7 billion	$342 million
2020	$5.4 billion	$5.0 billion	$390 million
2021	$7.7 billion	$7.3 billion	$423 million
2022	$11.1 billion	$10.6 billion	$433 million
2023	$13.1 billion	$12.6 billion	$460 million
2025	$29.1 billion	$27.8 billion	$1.3 billion
2026	$42.5 billion	$41.4 billion	$1.1 billion

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 269866. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2018	$3 million
2019	$3 million
2020	$3 million
2021	$3 million
2022	$3 million
2023	$3 million
2025	$2 million
2026	$3 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 269866. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	3,214
High net worth individuals	9,829
Investment companies	1
Pooled investment vehicles	22
Pension plans	26
Charities	290
Insurance companies	3
Corporations	415

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 269866. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2016	28
2017	36
2018	36
2019	61
2020	83
2021	83
2022	119
2023	191
2025	320
2026	437

Ranks #4 of 22 SEC-registered firms in CA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 269866. Ranking uses only firms profiled on MultifamilyOffices.com. As of September 1, 2026.

FAQs

Is Lido Advisors a registered investment adviser?

Yes. Lido Advisors, LLC is an SEC-registered investment adviser identified in its latest Form ADV under CRD number 269866.²

What types of services does Lido Advisors provide?

Its services include financial planning, investment management, trust and estate planning, tax consulting and preparation, portfolio management, selecting other advisers, and educational seminars.²

Does Lido Advisors work with family offices?

Yes. The firm serves family offices and ultra-high-net-worth investors, including through personalized financial strategies and multigenerational planning.¹

LocationMultifamily offices in Los Angeles
This Los Angeles directory helps compare wealth management options serving entrepreneurs, executives, and multigenerational families. It can give a business owner context for evaluating investment management, financial planning, tax planning, and private investment providers in the same regional market as Lido Advisors, LLC.
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EstatePlanner.com offers practical guides on wills, trusts, and related planning decisions. These materials can help a family prepare questions about estate planning, trust and fiduciary services, tax considerations, and the transfer of wealth across generations.
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GuideFiduciary duty vs suitability
This fiduciary duty and suitability explainer clarifies two standards that may affect an advisory relationship. A prospective client can use the comparison to ask how recommendations, fees, conflicts, investment management, and insurance advice will be handled.
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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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