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LIDO ADVISORS GROUP

Business and Investment Profile

The LIDO ADVISORS GROUP is a privately held investment adviser that advises $44.23Bn in regulatory assets under management held in 5 SEC fund types across 6 investment strategies. LIDO ADVISORS GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 302.84% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 27.42 years and is comprised of 3 filing and 0 relying advisers. They operate out of 54 office locations with their Headquarters at 1875 CENTURY PARK EAST SUITE 950, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.

Employee Profile

They have 465 employees comprised of 248 investment and 217 non-investment staff. The total number of Employees increased by 218.49% over the last 5-years.

Asset Profile

Their $44.23Bn in assets advised are owned by 45 private funds, 1 public fund and BDCs and 772 other accounts. Assets of High Net Worth Individuals clients own $37.12Bn or 83.93% of Total Assets and Corporations or Other Businesses own $2.69Bn or 6.09% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, Fund of Funds and Commodities, representing 29.59%, 24.7% and 17.34% of total assets, respectively.

Client Profile

They advise 8 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.

Service Provider Profile

The Group uses 4 Fund Administrators, 5 Fund Auditors, 2 Prime Brokers, 6 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

LIDO ADVISORS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: LIDO ADVISORS GROUP

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Generated 2026-09-12T06:47:50.5041726.  © 2026 Convergence.