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| IDB LIDO Wealth LLC
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|---|---|
| CRD # | 322488 |
| SEC # | 801-126779 |
| CIK # | 0002023262 |
| AUM | $93.6 MM (2024-03-28) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 310-278-8232 |
| Address | 1114 6th Avenue, 9th Floor New York, NY 10036 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.7 | |
| MSFT | 1,918.2 | 0.5 | |
| NVDA | 399.6 | 0.4 | |
| AMZN | 1,093.0 | 0.2 | |
| GOOGL | 1,475.1 | 0.1 | |
| GOOG | 1,482.6 | 0.1 | |
| UNH | 477.0 | 0.1 | |
| JPM | 340.2 | 0.1 | |
| AVGO | 201.3 | 0.1 | |
| META | 434.9 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 55 | 83.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 117 | 93.6 |
| By Discretionary | ||
| Discretionary | 117 | 93.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 117 | 93.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 93.6 | |
| Total | 117 | 93.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0002023262] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wiregrass Investment Management LLC
✚
|
GA | 0.1 |
|
Sundowner Capital Management LLC
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|
OR | 0.1 |
|
Clearview Investment Partners LLC
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CA | 0.1 |
|
Adirondack Research & Management Inc
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NY | 0.1 |
|
Capital Management Associates Inc
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MN | 0.1 |
|
Changing Parameters LLC
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|
Discipline Wealth Solutions Inc
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|
SC | 0.1 |
|
Onegroup Wealth Partners Inc
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|
NY | 0.1 |
|
The Kinney Group LLC
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|
CA | 0.1 |
|
First Source Investment Partners LLC
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|
CO | 0.1 |