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| LIDO Advisors LLC
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| CRD # | 269866 |
| SEC # | 801-100433 |
| CIK # | 0001650150 |
| AUM | 42.5 B (2026-06-25) |
| Employees | 437 (54% Investors, 2% Brokers) |
| Phone | 800-301-5436 |
| Address | 1875 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 1.1 | |
| Nvidia Corp | 1.1 | |
| Microsoft Corp | 0.8 | |
| Amazon Com Inc | 0.4 | |
| Alphabet Inc | 0.3 | |
| Broadcom Inc | 0.3 | |
| Alphabet Inc | 0.2 | |
| J P Morgan Chase & Co | 0.2 | |
| Tesla Motors Inc | 0.2 | |
| Facebook Inc | 0.1 |
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | LIDO Advisors Colossus Master Fund LP - LLCP Fund VII | [2026-03-19] | 14.9 M | 35.0 M |
| PE | LIDO Advisors Colossus Master Fund LP - ACG V | [2025-03-28] | 14.9 M | 20.3 M |
| Other | LIDO Advisors Colossus Master Fund LP - FPC | [2025-03-28] | 30.8 M | 65.6 M |
| PE | LIDO Advisors Colossus Master Fund LP - ADC Fund II | [2024-03-28] | 2.3 M | 12.5 M |
| HF | LIDO Uncapped 2025 First Quarterly LP | [2024-03-28] | 10.1 M | 15.8 M |
| HF | LIDO Uncapped Fourth Quarterly Fund LP | [2024-03-28] | 12.5 M | 22.4 M |
| Other | LIDO Advisors Colossus Master Fund LP - CB III Offshore | 2023-03-30 | 15.5 M | |
| Other | LIDO Advisors Colossus Master Fund LP - CB III Onshore | [2023-03-30] | 1.1 M | 62.6 M |
| PE | LIDO Advisors Colossus Master Fund LP - Landmark Equity XVII | [2023-03-30] | 9.4 M | 11.1 M |
| VC | LIDO Advisors Colossus Tiger Global Feeder Fund I LP | [2023-03-30] | 15.0 M | 12.1 M |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,214 | 1.4 |
| (b) Individuals (high net worth individuals) | 9,829 | 36.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 22 | 0.7 |
| (g) Pension and profit sharing plans | 26 | 0.0 |
| (h) Charitable organizations | 290 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 415 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 42,220 | 42.5 |
| By Discretionary | ||
| Discretionary | 39,994 | 41.4 |
| Non-Discretionary | 2,226 | 1.1 |
| Total | 42,220 | 42.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 42.5 | |
| Total | 42,220 | 42.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Russell Evans | 8 | 3 | ||
| Mahsa Zeinali | 7 | 3 | ||
| Catherine Gerst | 5 | 3 | ||
| Eric Taslitz | 5 | 3 | ||
| Kyle Rosen | 4 | 3 | ||
| LIDO Advisors LLC | 21 | 2 | ||
| Jeffrey Garden | 18 | 2 | ||
| LIDO Advisors Colossus Master Fund GP LLC | 7 | 2 | ||
| LIDO Uncapped Quarterly GP LLC | 5 | 2 | ||
| Jeff Garden | 5 | 1 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001650150] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Private Equity |
| Related Firms | State | AUM |
|---|---|---|
|
LIDO Advisors LLC
✚
|
CA | 42.5 B |
|
Oakhurst Advisors LLC
✚
|
CA | 1.2 B |
| Comparable Firms | State | AUM |
|---|---|---|
|
Grantham Mayo van Otterloo & Co LLC
✚
|
MA | 81.0 B |
|
MIO Partners Inc
✚
|
NY | 59.6 B |
|
Oppenheimer Asset Management Inc
✚
|
NY | 21.3 B |
|
Horizon Kinetics Asset Management LLC
✚
|
NY | 9.6 B |
|
Stelac Advisory Services LLC
✚
|
NY | 6.3 B |
|
B Riley Wealth Advisors Inc
✚
|
TN | 4.2 B |
|
Palisade Capital Management LP
✚
|
NJ | 3.9 B |
|
CM Wealth Advisors LLC
✚
|
OH | 3.6 B |
|
Institute for Wealth Management LLC
✚
|
CO | 1.4 B |
|
Almanack Investment Partners LLC
✚
|
PA | 945.9 M |