Investment adviser · CRD 269866
LIDO
LIDO ADVISORS, LLC
LOS ANGELES, CA, United States · Form ADV filed Mar 28, 2025
- Regulatory AUM
- $29.1B Form ADV · Item 5.F
- Client accounts
- 27,931 Accounts, not individual clients
- Employees
- 320 Reported in this filing
- Advisory professionals
- 200 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $11,051,725,091 | 119 | Mar 31, 2022 |
| 2022 | $13,102,066,742 | 191 | Mar 30, 2023 |
| 2023 | $19,656,367,238 | 214 | Mar 28, 2024 |
| 2024 | $29,080,337,946 | 320 | Mar 28, 2025 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 9,923 | $25,307,989,154 | 87.0% |
| Corporations & businesses | 310 | $1,360,616,012 | 4.7% |
| Charities | 207 | $744,477,240 | 2.6% |
| Pooled investment vehicles | 20 | $628,504,069 | 2.2% |
| Individuals | 1,792 | $601,344,196 | 2.1% |
| Other clients | 59 | $353,325,563 | 1.2% |
| Investment companies | 1 | $79,155,317 | 0.3% |
| Insurance companies | Fewer than 5 | $4,926,395 | 0.0% |
Filing source
Form ADV 1950313 · Mar 28, 2025 · Item 5.D
Reported by LIDO ADVISORS, LLC (CRD 269866).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
1 selected fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
LIDO UNCAPPED 2025 FIRST QUARTERLY, LPHedge Fund$13.8MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER & TIDWELL, LP
PCAOB 410
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
MIDFIRST BANK
LEI 337KMNHEWWWR6B7Q7W10
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-7600383472
- Reported beneficial owners
- 41
- Minimum commitment
- $50K
- Form D file number
- 021-497472
Form ADV 1950313 · Mar 28, 2025 · Schedule D 7.B.(1)
Reported by LIDO ADVISORS, LLC (CRD 269866).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Feb 14, 2025 · previous imported filing
- Regulatory AUM$19,656,367,238 → $29,080,337,946
- Client accounts19,744 → 27,931
- Employees214 → 320
Filing source
Form ADV 1950313 · Mar 28, 2025 · Items 1 & 5
Reported by LIDO ADVISORS, LLC (CRD 269866).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $27.8B
- Non-discretionary
- $1.29B
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1875 CENTURY PARK EAST, SUITE 950LOS ANGELES, CA, 90067, United States
CRD 269866
Filing source
Form ADV 1950313 · Mar 28, 2025 · Items 1 & 5
Reported by LIDO ADVISORS, LLC (CRD 269866).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.