LIDO Advisors LLC

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LIDO Advisors LLC ✚
CRD #	269866
SEC #	801-100433
CIK #	0001650150
AUM	42.50 B (2026-06-25)
Employees	437 (54% Investors, 2% Brokers)
Fees
Minimum
Phone	800-301-5436
Address	1875 Century Park East Los Angeles, CA 90067
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

In the News
Mon, 13 Jul 2026	Ken Stern: How $42 Billion Lido Advisors Thinks Small to Grow Big — Barron's
Wed, 13 May 2026	Lido Advisors Leaves Broker-Protocol — Wealth Management
Tue, 12 May 2026	Lido Advisors Acquires $1B Jackson Hole Capital — finance.yahoo.com
Tue, 05 May 2026	People moves: Lido Advisors names president, lifts founder Ken Stern to co-CEO — InvestmentNews
Mon, 04 May 2026	Brian Haloossim Joins Lido Advisors as President to Drive Next Chapter — PR Newswire

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
	Filed 2024-03-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	LIDO Advisors Colossus Master Fund LP - ACG V	[2025-03-28]	14.9 M	20.3 M
	Filed 2024-03-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	LIDO Advisors Colossus Master Fund LP - FPC	[2025-03-28]	30.8 M	65.6 M
	Filed 2024-04-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	LIDO Advisors Colossus Master Fund LP - ADC Fund II	[2024-03-28]	2.3 M	12.5 M
	Filed 2023-05-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF	LIDO Uncapped 2025 First Quarterly LP	[2024-03-28]	10.1 M	15.8 M
	Filed 2023-11-16 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF	LIDO Uncapped Fourth Quarterly Fund LP	[2024-03-28]	12.5 M	22.4 M
	Filed 2023-03-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
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
	Filed 2022-12-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	LIDO Advisors Colossus Master Fund LP - Landmark Equity XVII	[2023-03-30]	9.4 M	11.1 M
	Filed 2022-11-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
VC	LIDO Advisors Colossus Tiger Global Feeder Fund I LP	[2023-03-30]	15.0 M	12.1 M
	Filed 2022-04-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $150,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
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
Russell Evans	Executive Officer	8	3
Mahsa Zeinali	Executive Officer	7	3
Catherine Gerst	Executive Officer	5	3
Eric Taslitz	Executive Officer	5	3
Kyle Rosen	Executive Officer	4	3
Lido Advisors LLC	Executive Officer	21	2
Jeffrey Garden	Executive Officer	18	2
Lido Advisors Colossus Master Fund GP LLC	Executive Officer	7	2
Lido Uncapped Quarterly GP LLC	Executive Officer	5	2
Jeff Garden	Executive Officer	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	42.50 B
Oakhurst Advisors LLC ✚	CA	1,249.4 M

Comparable Firms	State	AUM
Grantham Mayo van Otterloo & Co LLC ✚	MA	80.97 B
MIO Partners Inc ✚	NY	59.59 B
Oppenheimer Asset Management Inc ✚	NY	21.33 B
Horizon Kinetics Asset Management LLC ✚	NY	9,614.0 M
Stelac Advisory Services LLC ✚	NY	6,286.4 M
B Riley Wealth Advisors Inc ✚	TN	4,211.6 M
Palisade Capital Management LP ✚	NJ	3,862.5 M
CM Wealth Advisors LLC ✚	OH	3,597.4 M
Institute for Wealth Management LLC ✚	CO	1,370.3 M
Almanack Investment Partners LLC ✚	PA	945.9 M

LIDO Advisors LLC

Assets, Funds, Holdings