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| Happy Holidays!! thanks for using AUM13F!! |
| LIDO Advisors LLC
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| CRD # | 269866 |
| SEC # | 801-100433 |
| CIK # | 0001650150 |
| AUM | $29.1 B (2025-06-30) |
| Employees | 320 (62% Investors, 2% Brokers) |
| Phone | 310-278-8232 |
| Address | 1875 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.9 | ||
| Microsoft Corp | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| Amazon Com Inc | 0.4 | ||
| Broadcom Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | LIDO Advisors Colossus Master Fund LP - ACG V | [2025-03-28] | 14.9 | 19.8 |
| Other | LIDO Advisors Colossus Master Fund LP - FPC | [2025-03-28] | 30.8 | 61.7 |
| PE | LIDO Advisors Colossus Master Fund LP - ADC Fund II | [2024-03-28] | 2.3 | 15.5 |
| HF | LIDO Uncapped 2025 First Quarterly LP | [2024-03-28] | 10.1 | 13.8 |
| HF | LIDO Uncapped Fourth Quarterly Fund LP | [2024-03-28] | 12.5 | 19.3 |
| Other | LIDO Advisors Colossus Master Fund LP - CB III Offshore | 2023-03-30 | 15.7 | |
| Other | LIDO Advisors Colossus Master Fund LP - CB III Onshore | [2023-03-30] | 1.1 | 67.5 |
| PE | LIDO Advisors Colossus Master Fund LP - Landmark Equity XVII | [2023-03-30] | 9.4 | 10.1 |
| VC | LIDO Advisors Colossus Tiger Global Feeder Fund I LP | [2023-03-30] | 15.0 | 10.9 |
| HF | LIDO Powerlift Fund LP | [2023-03-30] | 6.0 | 7.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,792 | 0.6 |
| (b) Individuals (high net worth individuals) | 9,923 | 25.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 0.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 207 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 310 | 1.4 |
| (n) Other | 59 | 0.4 |
| Total | 27,931 | 29.1 |
| By Discretionary | ||
| Discretionary | 26,080 | 27.8 |
| Non-Discretionary | 1,851 | 1.3 |
| Total | 27,931 | 29.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.1 | |
| Total | 27,931 | 29.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001650150] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
LIDO Advisors LLC
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|
CA | 29.1 |
|
Oakhurst Advisors LLC
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|
CA | 1.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MIO Partners Inc
✚
|
NY | 44.9 |
|
Horizon Kinetics Asset Management LLC
✚
|
NY | 9.8 |
|
B Riley Wealth Advisors Inc
✚
|
TN | 7.0 |
|
Palisade Capital Management LP
✚
|
NJ | 4.2 |
|
Stelac Advisory Services LLC
✚
|
NY | 4.1 |
|
Manchester Capital Management LLC
✚
|
VT | 3.5 |
|
CM Wealth Advisors LLC
✚
|
OH | 3.4 |
|
Private Capital Management LLC
✚
|
CO | 1.5 |
|
Institute for Wealth Management LLC
✚
|
CO | 1.2 |
|
Rays Capital Partners Limited
✚
|
0.4 |